TGS Financial Advisors
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
FINTRXOverview
TGS Financial Advisors is an independent, privately owned registered investment adviser organized as a corporation. The firm is registered with the SEC (registration date: 1991) and serves primarily individual and family clients. Compensation comes through a mix of asset-based fees and fixed fees. TGS describes itself as a capital allocator and provides financial planning, discretionary portfolio management for individuals and small businesses, selection of third‑party advisers, periodic publications, and client education such as seminars and workshops. The firm reports being an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds68%
- Cash & Cash Equivalents20%
- Exchange Traded Equities11%
- State & Local Bonds1%
Owners & executives
1 of 1
James Hemphill
Managing Director, Chief Investment StrategistCRD 858854
Contacts
3 of 6
Thomas Rylko
Financial AdvisorCRD 5189530
Audrey Libois
Financial AdvisorCRD 5908805
Marvin Barron
Research DirectorCRD 4638381
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Radnor, PA
Delaware
Location
Radnor, PA
Headquartered in Radnor, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Delaware
- Address
- 100 W Matsonford Rd
- Time zone
- ET (UTC-5)
- Office locations
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