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TSFG, LLC
CRD 172555 · SEC 801-99339
1052 N WESTERN AVENUE, LAKE FOREST, IL, 60045, United States
Phone
847-735-7100
Fax
847-735-0700
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$997.2M
Discretionary AUM
$997.2M
Team
19 total employees; 13 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1022 | $397.8M |
| High net worth individuals | 315 | $597.9M |
| Charitable organizations | 2 | $1.2M |
| Corporations/business entities | 3 | $387K |
States served
AZ, CA, CO, GA, IL, IN, ME, MI, MN, NE, NV, NY, NC, SC, TN, VA, WI, MO, WA, TX, FL
All web addresses on file
- https://www.facebook.com/GibbonsFinancialGroup/
- https://www.linkedin.com/company/gibbons-financial-group?trk=public_profile_topcard_current_company
- HTTP://WWW.GIBBONSFINANCIALGROUP.COM
- https://twitter.com/ts_financial?lang=en
- HTTP://WWW.TSFINANCIALGROUPLLC.COM/
- https://www.linkedin.com/company/ts-financial-group-llc
Official SEC filing: View on IAPD