Overview
Assets Under Management: $194 million
Headquarters: CANTON, OH
High-Net-Worth Clients: 110
Average Client Assets: $1 million
Frequently Asked Questions
T.T.G. FINANCIAL, INC. 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 #129004), T.T.G. FINANCIAL, INC. is subject to fiduciary duty under federal law.
T.T.G. FINANCIAL, INC. is headquartered in CANTON, OH.
T.T.G. FINANCIAL, INC. serves 110 high-net-worth clients according to their SEC filing dated February 23, 2026. View client details ↓
According to their SEC Form ADV, T.T.G. FINANCIAL, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
T.T.G. FINANCIAL, INC. manages $194 million in client assets according to their SEC filing dated February 23, 2026.
According to their SEC Form ADV, T.T.G. FINANCIAL, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 110
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.45
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 210
Discretionary Accounts: 210
Regulatory Filings
CRD Number: 129004
Filing ID: 2054418
Last Filing Date: 2026-02-23 14:56:29