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Home > Retirement Planners > ohio > columbus > TSG ADVICE PARTNERS, LLC
TSG ADVICE PARTNERS, LLC
349 W Nationwide Blvd
Columbus, Ohio 43215
Tel: (614) 697-2750
About TSG ADVICE PARTNERS, LLC
TSG ADVICE PARTNERS, LLC, formally registered with the SEC as TSG ADVICE PARTNERS, LLC. The firm was established in 10/29/2019. They have over 1 offices throughout the country.
TSG ADVICE PARTNERS, LLC is a Columbus, Ohio based Financial Planning firm with nearly $613,316,721 assets under management, offering retirement planning & investment advisory services to 2969 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 305999 |
| SEC# | 801-117566 |
| Assets Managed by Firm | $613,316,721 |
| No. of Clients | 2969 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2969 | $613,316,721 |
| Individuals (other than high net worth individuals) | 771 | $210,138,306 |
| High net worth individuals | 214 | $394,272,540 |
| Charitable organizations | Fewer than 5 clients | $7,725,436 |
| Corporations or other businesses | 5 | $1,180,439 |
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