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Building 2TFG ADVISORS

Map pinAUBURN HILLS, MI
Phone248-724-0090
NotebookSEC #801-111790
Total AUM
$423.4M
Employees
8
Clients
445

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3121 UNIVERSITY DRIVE
SUITE 100
AUBURN HILLS
MI 48326
United States
Operating Hours
9:00 A.M. TO 4:00 P.M.
Monday - Friday
Phone
248-724-0090
Other Offices
1

ReceiptFinancials

Total AUM
$423.4M
Accounts
1,326
Discretionary
$423.4M
Accounts
1,326
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
326
AUM
$72.6M
HNW Individual Clients
112
AUM
$334.5M
Pension/Profit Sharing Plan Clients
5
AUM
$15.5M
Charitable Organization Clients
2
AUM
$795.1K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
FINANCIAL LIFE PLANNING
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILMDMIOHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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