Tsfg, LLC

RIASEC Registered
Total AUM
$643M
Discretionary
$643M
100% of AUM
Avg account
$374K
Accounts
1,718
Employees
9
Advisory reps
6

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
Client types
  • HNWI61.11%
  • Individuals38.63%
  • Charitable Organizations0.19%
  • Corporations / Businesses0.06%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Tsfg, LLC is an independent RIA organized as a limited liability company and registered with the SEC in 2015. The firm acts as a capital allocator for both individual/family and institutional clients and charges fees as a percentage of assets under management. Core advisory services reported include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting. Tsfg does not identify as an active ESG investor and reports a domestic owner structure.

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

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 310

Active vs passive

$448M in ETFs

Passive

66%

$296M

Active

25%

$151M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$36.2M47,4288.08%
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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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