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KOTYS WEALTH PROFESSIONALS
TKG ADVISORS, LLC
CRD 168156 · SEC 801-118738
1111 GLENDALE BLVD, SUITE 105, VALPARAISO, IN, 46383, United States
Phone
219-465-6924
Fax
219-465-6589
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$308.0M
Discretionary AUM
$308.0M
Team
8 total employees; 4 advisory reps; 2 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; PERCENTAGE RETIREMENT PLAN ASSETS UNDER ADVISEMENT
Org form
Limited Liability Company
Filing date
2026-04-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 205 | $74.5M |
| High net worth individuals | 116 | $204.1M |
States served
AK, CA, IL, IN, MI
All web addresses on file
Official SEC filing: View on IAPD