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TGS FINANCIAL ADVISORS
PROFESSIONAL FINANCIAL ADVISORS INC
CRD 107289 · SEC 801-38963
100 W. MATSONFORD ROAD, BUILDING 3, SUITE 304, RADNOR, PA, 19087, United States
Phone
610-892-9900
Fax
610-892-9830
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$426.0M
Discretionary AUM
$421.3M
Team
13 total employees; 7 advisory reps; 8 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 159 | $58.4M |
| High net worth individuals | 100 | $367.6M |
States served
CA, DE, GA, LA, MD, NJ, NY, NC, PA, TX, NH, FL
All web addresses on file
- https://twitter.com/triage_md
- https://www.facebook.com/triagemd/tgs
- http://vimeo.com/140471594
- https://twitter.com/@triage_md
- HTTP://WWW.TRIAGEMD.COM
- http://instagram.com/triage_md/
- HTTP://WWW.TGSFIN.COM
- HTTP://WWW.TGSFINANCIAL.COM
- HTTP://WWW.TRIAGE-MD.COM
- https://www.facebook.com/tgsfinancial
- https://www.linkedin.com/company/tgs-financial-advisors
- https://www.linkedin.com/company/triagemd/
Official SEC filing: View on IAPD