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TSFG, LLC
1052 N Western Avenue
Lake Forest, Illinois 60045
Tel: 847-735-7100
About TSFG, LLC
TSFG, LLC, formally registered with the SEC as TSFG, LLC. The firm was established in 06/03/2015. They have over 6 offices throughout the country.
TSFG, LLC is a Lake Forest, Illinois based Financial Planning firm with nearly $854,306,837 assets under management, offering retirement planning & investment advisory services to 2651 clients. The firm is staffed with 18 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 172555 |
| SEC# | 801-99339 |
| Assets Managed by Firm | $854,306,837 |
| No. of Clients | 2651 |
| No. of Advisors | 18 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2651 | $854,306,837 |
| Individuals (other than high net worth individuals) | 1038 | $441,941,724 |
| High net worth individuals | 247 | $410,789,902 |
| Charitable organizations | 2 | $1,009,783 |
| Corporations or other businesses | 3 | $565,428 |
More Retirement Planning firms in Lake Forest, Illinois:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $1,016,556,943,580 | 41105 | 674 | |
| $545,530,164,135 | 401 | 220 | |
| $426,071,864,566 | 1821809 | 415 | |
| $248,044,764,038 | 37 | 1857 | |
| $239,614,971,441 | 59703 | 397 |
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