TCFG WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- LAGUNA NIGUEL, California
- CRD number
- 164153
- Registered since
- December 11, 2012
- Website
- www.tcfgcompanies.com
Firm profile
FINTRXOverview
Tcfg Wealth Management, LLC is organized as a limited liability company and appears in public records as an SEC-registered entity since 2012. The firm is classified as a conventional broker-dealer rather than a capital allocator or a multi-state registered adviser. Public data indicate it does not self-identify as an active ESG investor. The available disclosures do not enumerate the firm's client segments, fee model, or specific advisory services. The snapshot also lists the owner type as a domestic entity and individual, but does not provide named principals or descriptions of client-facing teams.
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
Owners & executives
3 of 3TAE HO
President and Chief Executive OfficerCRD 2857540
Deetra Tesla
Chief Compliance OfficerCRD 2567278
RICHARD ROBERTS
CEOCRD 2145874
Contacts
3 of 32JOHN ATKINS
Registered RepresentativeCRD 5380036
Burton Brown
Investment AdvisorCRD 5180421
Matthew Seem
Investment AdvisorCRD 6585555
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 204Active vs passive
$191M in ETFs
68%
$130M
29%
$61.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| F/M US TREASURY 3 MONTH BILL FUND (TBIL) | Passive | Ultrashort Bond | $15M | 300,070 | 7.81% |
Location
LAGUNA NIGUEL, CA
ORANGE
Location
LAGUNA NIGUEL, CA
Headquartered in LAGUNA NIGUEL, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 28202 Cabot Rd
- Time zone
- PT (UTC-8)
- Office locations
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