Tsfg, LLC is a large advisory firm based in Lake Forest. It manages $291.31 million of regulatory assets for 1,512 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Arizona, California, Colorado, and 6 other states.
Tsfg provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Tsfg, LLC is $291.31 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Tsfg, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Tsfg is individuals with 802 clients and $251 million of assets under management. Among the 9 most similar advisory firms, Tsfg has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $291.31 million for 829 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Tsfg doesn't advise any private funds.
The company employs 10 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Tsfg, LLC performs its advisory services is located at 1052 N Western Avenue, Lake Forest, IL 60045, which is also the mailing address of the firm. An additional office of the firm is in Mundelein, IL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 847-735-7100 or by fax 847-735-0700. The normal business hours are 8 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at gibbonsfinancialgroup.com and its LinkedIn profile.