T.T.G. Financial, Inc. (Canton)


T.T.G. Financial, Inc. is an adviser based in Canton. It manages $41 million of regulatory assets for 80 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Ohio.

T.T.G. Financial provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

T.T.G. Financial: assets under management

The assets under management (AUM) of T.T.G. Financial, Inc. is $41 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 32% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $41 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $512.5 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay T.T.G. Financial, Inc. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at T.T.G. Financial, Inc.

James Lee Evans joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
James Lee Evans Chief compliance officer 1 Aug 2006 50% - 75% 1598919
James Kotagides Chief executive officer 1 Aug 2006 50% - 75% 4774339
James "Nmn" Kotagides Chief executive officer 1 Aug 2006 50% - 75% 4774339

Based in Canton

The principal office where T.T.G. Financial, Inc. performs its advisory services is located at 4700 Dressler Rd Nw, Canton, OH 44718, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 330-491-2220 or by fax 330-491-2262. The normal business hours are 8-5 est on Monday - Friday. You can find more information about the New York firm at www.teamttg.com.