TGF Assets
RIASEC Registered
Total AUM
$1.2M
Discretionary
$1.2M
100% of AUM
Avg account
$80K
Accounts
15
Employees
2
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 332490
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
TGF Assets is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients and offers financial planning alongside portfolio management for individuals and small businesses. Its typical billing mixes a percentage-of-assets fee with hourly charges. TGF Assets is not positioned as a capital allocator and does not identify as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- Public Funds/Mutual Funds40%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1Tara Stewart
CEOCRD 5208334
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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