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Building 2TCFG INVESTMENT ADVISORS, LLC

Map pinLAGUNA NIGUEL, CA
Phone949-365-5830
NotebookSEC #801-77596
Total AUM
$639.4M
Employees
27
Clients
2,334

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
28202 CABOT RD
SUITE 300
LAGUNA NIGUEL
CA 92677
United States
Operating Hours
8:00AM-5:00PM
BY APPT ONLY
Phone
949-365-5830
Other Offices
23

ReceiptFinancials

Total AUM
$639.4M
Accounts
2,171
Discretionary
$639.4M
Accounts
2,171
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2,261
AUM
$407.5M
HNW Individual Clients
73
AUM
$231.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Court Injunction (Past 10 Years)Court Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO False Statement FindingSRO Rule Violation
State Registrations
AKALAZCACODCDEFLGAIAIDILINKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPASCSDTNTXUTVAVTWAWI

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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