Investment adviser · CRD 288787
TFG ADVISORS
Investment adviser filing (IA)
TFG ADVISERS LLC
AUBURN HILLS, MI, United States · Form ADV filed Feb 13, 2025
- Regulatory AUM
- $423M Form ADV · Item 5.F
- Client accounts
- 1,326 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 112 | $334,526,595 | 79.0% |
| Individuals | 326 | $72,551,403 | 17.1% |
| Retirement plans | 5 | $15,508,716 | 3.7% |
| Charities | Fewer than 5 | $795,140 | 0.2% |
Filing source
Form ADV 1940009 · Feb 13, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 13, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly
Principal office
3121 UNIVERSITY DRIVE, SUITE 100AUBURN HILLS, MI, 48326, United States
CRD 288787
Filing source
Form ADV 1940009 · Feb 13, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.