Tgs Financial Advisors
Tgs Financial Advisors is an SEC-registered wealth manager in Radnor, PA with $426.0M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Tgs Financial Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 107289, SEC 801-38963, data through 2026-03-03.
- AUM (assets under management / regulatory AUM)
- $426.0M (2026-03-03)
- Firm type
- Wealth Manager
- Location
- Radnor, PA
- Employees
- 13
- Clients
- 259
- CRD
- 107289
- Ownership
- HEMPHILL, JAMES, STEUART; BURD, DAVID, ALLEN; BARRON, MARVIN, LEE; GATTONI, PETER, JOHN; DEERWESTER, PHILLIP, JAMES
How much AUM does Tgs Financial Advisors have?
Tgs Financial Advisors reported $426.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-03).
Who owns Tgs Financial Advisors?
Disclosed owners and executives of Tgs Financial Advisors include HEMPHILL, JAMES, STEUART, BURD, DAVID, ALLEN, BARRON, MARVIN, LEE, GATTONI, PETER, JOHN, DEERWESTER, PHILLIP, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.