Tsfg, LLC
Firm details
- Headquarters
- Lake Forest, Illinois
- CRD number
- 172555
- Registered since
- June 3, 2015
- Website
- www.tsfinancialgroupllc.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI61.11%
- Individuals38.63%
- Charitable Organizations0.19%
- Corporations / Businesses0.06%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Tsfg, LLC is an independent SEC-registered registered investment adviser organized as a limited liability company and in operation since 2015. The firm acts as a capital allocator and charges fees as a percentage of assets under management. Its client mix includes individual and family relationships alongside institutional mandates. Advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, pension consulting services and the selection of other advisers. The firm is not positioned as an active ESG investor. An industry affiliation with an insurance company is noted.
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
- Public Funds/Mutual Funds79%
- Exchange Traded Equities15%
- US Government Bonds2%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Owners & executives
1 of 1
Michael Schremser
Chief Compliance OfficerCRD 5159835
Contacts
3 of 5
Daniel Nagel
Managing PartnerCRD 1861282
Daniel Bouska
Managing PartnerCRD 1887073
Michael Gibbons
FounderCRD 2052911
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 402Active vs passive
$884M in ETFs
71%
$631M
23%
$253M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $61.3M | 493,884 | 6.93% |
Location
Lake Forest, IL
Lake
Location
Lake Forest, IL
Headquartered in Lake Forest, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Lake
- Address
- 1052 N Western Ave
- Time zone
- CT (UTC-6)
- Office locations
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