Overview
Assets Under Management: $423 million
Headquarters: AUBURN HILLS, MI
High-Net-Worth Clients: 112
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 112
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.01
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,326
Discretionary Accounts: 1,326
Regulatory Filings
CRD Number: 288787
Last Filing Date: 2025-02-13 00:00:00
Website: https://tfg-advisors.com