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TFG ADVISORS
3121 University Drive
Suite 100
Auburn Hills, Michigan 48326
Tel: 248-724-0090
About TFG ADVISORS
TFG ADVISORS, formally registered with the SEC as TFG ADVISORS. The firm was established in 09/28/2017. They have over 2 offices throughout the country.
TFG ADVISORS is a Auburn Hills, Michigan based Financial Planning firm with nearly $423,381,854 assets under management, offering retirement planning & investment advisory services to 1326 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 288787 |
| SEC# | 801-111790 |
| Assets Managed by Firm | $423,381,854 |
| No. of Clients | 1326 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (FINANCIAL LIFE PLANNING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1326 | $423,381,854 |
| Individuals (other than high net worth individuals) | 326 | $72,551,403 |
| High net worth individuals | 112 | $334,526,595 |
| Pension and profit sharing plans | 5 | $15,508,716 |
| Charitable organizations | 2 | $795,140 |
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