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 an LLC that has been SEC-registered since 2012 and is classified in the snapshot as a conventional broker‑dealer. The firm’s ownership is recorded as a mix of a domestic entity and an individual. According to the available profile, Tcfg is not positioned as a capital allocator, is not an active ESG investor, and is not designated as a multi‑state adviser in the snapshot metadata.
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
Owners & executives
2 of 2Richard Roberts
CEOCRD 2145874
Deetra Tesla
Chief Compliance OfficerCRD 2567278
Contacts
3 of 38
Gregory Giles
Financial AdvisorCRD 5081420
Muni Schweig
Investment AdvisorCRD 5139053
Burton Brown
Investment AdvisorCRD 5180421
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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