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Tfg Financial Advisors, LLC

● SEC registered since 2024CRD 272027SEC# 801-130362North Palm Beach, FL
Export (members)
Reg. AUM
$154.5M
Employees
5
Accounts
765
Location
North Palm Beach, FL

Tfg Financial Advisors, LLC assets under management

Tfg Financial Advisors, LLC is a registered investment adviser overseen by the SEC based in North Palm Beach, FL. The firm has been registered since 2024. It reports $154.5 million in regulatory assets under management and employs 5 people.
aureumwealthmanagement.comView on SEC.gov ↗

Tfg Financial Advisors, LLC owners & executives

4 reported
NameTitleOwnershipSince
Cory Francis LyonChief Compliance Officer/Investment Advisor Representative10-25%2020
The Fuoco Group Holdings, LLC ControlManaging Member50-75%2017
Thomas Stephen Quealy ControlCeo10-25%2025
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Frequently asked questions

How much does Tfg Financial Advisors, LLC manage?

Tfg Financial Advisors, LLC reports $154.5 million in regulatory assets under management on its Form ADV.

How many employees does Tfg Financial Advisors, LLC have?

Tfg Financial Advisors, LLC reports 5 employees.

Where is Tfg Financial Advisors, LLC located?

Tfg Financial Advisors, LLC is based in North Palm Beach, FL and has been SEC-registered since 2024.

Does Tfg Financial Advisors, LLC disclose fund performance?

Tfg Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address772 US Highway One, Ste 100, North Palm Beach, FL 33408
Phone(561) 209-1120
Fax(561) 626-3454
Office hours8a.m.-5p.m.
SEC regionMiami Regional Office (MIRO)
CIK2093444
Discloses disciplinary historyNo

Assets under management

Discretionary$154.4M
Non-discretionary$106K
Total (RAUM)$154.5M