Tsfg, LLC
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
FINTRXOverview
Tsfg, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2015. The firm operates as a capital allocator serving both individual/family and institutional clients. Its advisory toolkit includes financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Fee arrangements are flexible: percentage-of-AUM, hourly, and fixed-fee engagements are all used. Tsfg, LLC indicates it is not an active ESG investor and lists an insurance company among its industry affiliations.
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 Funds79%
- Exchange Traded Equities15%
- US Government Bonds2%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Owners & executives
1 of 1
Michael Schremser
Chief Compliance OfficerCRD 5159835
Contacts
3 of 5
Michael Nagel
Wealth Management AssistantCRD 7625294
Michael Gibbons
FounderCRD 2052911
Daniel Nagel
Managing PartnerCRD 1861282
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 402Active vs passive
$884M in ETFs
71%
$631M
23%
$253M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $61.3M | 493,884 | 6.93% |
Location
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
Similar firms
Alley Company
RIALake Forest, IL
North Shore Private Asset Management, LLC
RIALake Forest, IL
Roundtable Healthcare Management, Inc
RIALake Forest, IL
Western Pacific Wealth Management, LP
RIALake Forest, IL
Barrett Upton Capital Partners
RIALake Forest, IL
Crescent Grove Advisors
RIALake Forest, IL