TGS FINANCIAL ADVISORS

100 W. Matsonford Road
Building 3, Suite 304
Radnor, Pennsylvania 19087
Tel: 610-892-9900

About TGS FINANCIAL ADVISORS

TGS FINANCIAL ADVISORS, formally registered with the SEC as TGS FINANCIAL ADVISORS. The firm was established in 06/07/1991. They have over 2 offices throughout the country.

TGS FINANCIAL ADVISORS is a Radnor, Pennsylvania based Financial Planning firm with nearly $339,915,094 assets under management, offering retirement planning & investment advisory services to 1190 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107289
SEC#	801-38963
Assets Managed by Firm	$339,915,094
No. of Clients	1190
No. of Advisors	14

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1190	$339,915,094
Individuals (other than high net worth individuals)	163	$52,595,154
High net worth individuals	89	$287,319,940

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