TGF Assets
RIAState Registered
Total AUM
$1.2M
Discretionary
$1.2M
100% of AUM
Avg account
$80K
Accounts
15
Employees
2
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 332490
- Website
- www.tgfassets.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
TGF Assets is an independent, New Jersey–registered advisory firm organized as an LLC and owned by an individual principal. The firm focuses on financial planning and discretionary portfolio management for individuals and small businesses. Its fee model combines a percentage-of-assets-under-management approach with hourly billing for planning or consultative work. TGF Assets does not present itself as an ESG-focused manager and operates only within the state registration scope listed.
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 Equities55%
- Public Funds/Mutual Funds40%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations