TSFG, LLC

RIASEC RegisteredEst. 2015
Total AUM
$997M
Discretionary
$997M
100% of AUM
Avg account
$350K
Accounts
2,846
Employees
19
Advisory reps
13

Firm details

Headquarters
LAKE FOREST, Illinois
CRD number
172555
Registered since
June 3, 2015
Website
www.tsfinancialgroupllc.com
Custodians
LPL FINANCIAL LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI59.96%
  • Individuals39.89%
  • Charitable Organizations0.12%
  • Corporations / Businesses0.04%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Tsfg, LLC is an SEC-registered independent registered investment adviser organized as an LLC and operating since 2015. The firm serves both individual/family and institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting, and selection-of-other-advisers services. Tsfg acts as a capital allocator and charges clients via a mix of AUM-based fees, hourly fees, and fixed fees. The firm does not position itself as an active ESG investor and lists an affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 79%, Exchange Traded Equities 15%, US Government Bonds 2%, Cash & Cash Equivalents 2%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%79%
  • Public Funds/Mutual Funds79%
  • Exchange Traded Equities15%
  • US Government Bonds2%
  • Cash & Cash Equivalents2%
  • State & Local Bonds1%

Owners & executives

2 of 2

  • MICHAEL SCHREMSER

    Chief Compliance OfficerCRD 5159835

  • MIRANDA O'KEEFE

    Chief Compliance OfficerCRD 2750070

Contacts

3 of 11

  • Michael Nagel

    Wealth Management AssistantCRD 7625294

  • JEFFREY HUGHES

    PresidentCRD 2615330

  • CHRISTOPHER HASSELL

    Financial AdvisorCRD 7328461

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 383

Active vs passive

$720M in ETFs

Passive

75%

$536M

Active

21%

$183M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF (DYNF)BlackRockActiveLarge Blend$48M824,9916.67%
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Location

Primary office

LAKE FOREST, IL

LAKE

Location

LAKE FOREST, IL

Headquartered in LAKE FOREST, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
LAKE
Address
1052 N Western Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth