TGF Assets

Overview

TGF Assets is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. Its fee model combines a percentage-of-assets-under-management charge with hourly billing, suggesting work that blends ongoing portfolio oversight with project-based planning engagements. The adviser does not position itself as an ESG-specialist or a multi-state or pension consultant; its client base is concentrated on private individuals and families rather than institutional mandates or capital allocation for other managers. Services appear oriented toward typical wealth-management needs at a modest scale rather than large institutional solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives