28202 Cabot Rd
Suite 300
Laguna Niguel, California 92677
Tel: 949-365-5830
TCFG INVESTMENT ADVISORS, LLC, formally registered with the SEC as TCFG INVESTMENT ADVISORS, LLC. The firm was established in 02/09/2013. They have over 26 offices throughout the country.
TCFG INVESTMENT ADVISORS, LLC is a Laguna Niguel, California based Financial Planning firm with nearly $450,525,673 assets under management, offering retirement planning & investment advisory services to 2294 clients. The firm is staffed with 33 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 166606 |
SEC# | 801-77596 |
Assets Managed by Firm | $450,525,673 |
No. of Clients | 2294 |
No. of Advisors | 33 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2294 | $450,525,673 |
Individuals (other than high net worth individuals) | 1359 | $401,451,013 |
High net worth individuals | 72 | $46,038,685 |
Pension and profit sharing plans | 5 | $3,035,975 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$2,936,601,179,276 | 18358 | 1331 | |
$2,406,691,634,676 | 481 | 754 | |
$2,248,547,388,863 | 2782 | 3177 | |
$782,620,910,160 | 242041 | 1007 | |
$322,933,193,102 | 762 | 295 |
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