Overview
Assets Under Management: $575 million
Headquarters: LAGUNA NIGUEL, CA
High-Net-Worth Clients: 45
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 11.74
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,344
Discretionary Accounts: 2,344
Regulatory Filings
CRD Number: 166606
Filing ID: 1968321
Last Filing Date: 2025-03-31 08:39:00
Website: https://tcfgwealth.com