← Back to searchVisit website
TGA CAPITAL MANAGEMENT
THE GREEN AGENCY,DBA
CRD 131629
25 BRAINTREE HILL OFFICE PARK, BRAINTREE, MA, 02184, United States
Phone
5082249646
Fax
508-224-9646
Registration
— (—)
Source
State registered
Total AUM
$32.6M
Discretionary AUM
$29.6M
Team
2 total employees; 1 advisory reps; 125 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-01-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 109 | $22.6M |
| High net worth individuals | 16 | $10.1M |
All web addresses on file
Official SEC filing: View on IAPD