Overview
Assets Under Management: $121 million
Headquarters: NASHUA, NH
High-Net-Worth Clients: 35
Average Client Assets: $2.7 million
Frequently Asked Questions
TCG WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #299174), TCG WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
TCG WEALTH MANAGEMENT is headquartered in NASHUA, NH.
TCG WEALTH MANAGEMENT serves 35 high-net-worth clients according to their SEC filing dated April 16, 2025. View client details ↓
According to their SEC Form ADV, TCG WEALTH MANAGEMENT offers portfolio management for individuals and selection of other advisors. View all service details ↓
TCG WEALTH MANAGEMENT manages $121 million in client assets according to their SEC filing dated April 16, 2025.
According to their SEC Form ADV, TCG WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.11%
Average Client Assets: $2.7 million
Total Client Accounts: 403
Discretionary Accounts: 392
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 299174
Filing ID: 1979677
Last Filing Date: 2025-04-16 08:11:00