T.T.G. FINANCIAL, INC.
Firm details
- Headquarters
- CANTON, Ohio
- CRD number
- 129004
- Registered since
- March 6, 2020
- Website
- www.teamttg.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI63.45%
- Individuals21.72%
- Pension & Profit Sharing Plans12.61%
- Corporations / Businesses2.22%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
T.T.G. Financial, Inc. is an independent registered investment adviser that provides financial planning and discretionary portfolio management to both individuals/families and institutional clients. The firm engages in traditional equity-heavy portfolio construction with a clear tilt toward exchange-traded instruments, while also integrating fee-based financial planning and hourly advisory work. Advisory services include portfolio management for individuals, small businesses, and institutions, plus pension consulting. Investment emphasis is on liquid, publicly traded equities and ETFs as the primary building blocks of client portfolios, supplemented by fixed income and third‑party alternative funds where appropriate. The firm identifies as an active ESG investor, suggesting ESG factors are a consideration in manager selection and security/ETF choices rather than an exclusionary or single‑strategy focus.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities42%
- Public Funds/Mutual Funds19%
- Investment Grade Corp Bonds18%
- State & Local Bonds10%
- US Government Bonds6%
Contacts
3 of 4JAMES EVANS
Co-Founder and Vice PresidentCRD 1598919
JAMES KOTAGIDES
Co-founder and PresidentCRD 4774339
Logan Nimick
Financial ConsultantCRD 7925876
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CANTON, OH
STARK
Location
CANTON, OH
Headquartered in CANTON, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- STARK
- Address
- 4790 Douglas Cir NW
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
AFFINITY WEALTH LLC
RIACANTON, OH
AAN WEALTH ADVISORS LLC
RIACANTON, OH
STRONG INVESTMENT MANAGEMENT, LLC
RIACANTON, OH
BUCKEYE FINANCIAL SOLUTIONS, INC.
RIACANTON, OH
LYKE FINANCIAL
RIACANTON, OH
WILLIAMSON WEALTH MANAGEMENT
RIACANTON, OH