Overview
Assets Under Management: $154 million
Headquarters: NORTH PALM BEACH, FL
High-Net-Worth Clients: 36
Average Client Assets: $864,814
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 20.15
Average High-Net-Worth Client Assets: $864,814
Total Client Accounts: 765
Discretionary Accounts: 759
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 272027
Filing ID: 1995425
Last Filing Date: 2025-06-03 12:00:00
Website: https://tfgfa.com