TGS Financial Advisors

RIASEC Registered

Total AUM

$426M

Discretionary

$421M

99% of AUM

Avg account

$349K

Accounts

1,222

Employees

Advisory reps

Firm details

Headquarters: Radnor, Pennsylvania
CRD number: 107289
Registered since: June 7, 1991
Website: www.tgsfinancial.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI86.3%
Individuals13.7%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

TGS Financial Advisors is an independently owned registered investment adviser that works primarily with individual and family clients. The firm is SEC-registered (registration year 1991) and operates on a mix of percentage-of-AUM and fixed-fee billing. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, selection of outside advisers, regular publications or newsletters, and educational seminars and workshops. The firm is flagged as a capital allocator and identifies as an active ESG investor, indicating it factors environmental, social, and governance considerations into its investment approach.