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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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