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TCFG INVESTMENT ADVISORS, LLC
28202 Cabot Rd
Suite 300
Laguna Niguel, California 92677
Tel: 949-365-5830
About TCFG INVESTMENT ADVISORS, LLC
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 20 offices throughout the country.
TCFG INVESTMENT ADVISORS, LLC is a Laguna Niguel, California based Financial Planning firm with nearly $506,774,284 assets under management, offering retirement planning & investment advisory services to 2441 clients. The firm is staffed with 25 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 166606 |
| SEC# | 801-77596 |
| Assets Managed by Firm | $506,774,284 |
| No. of Clients | 2441 |
| No. of Advisors | 25 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2441 | $506,774,284 |
| Individuals (other than high net worth individuals) | 2510 | $493,998,345 |
| High net worth individuals | 2 | $3,125,651 |
| Pension and profit sharing plans | 16 | $9,650,288 |
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