T
TGF Assets
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
TGF Assets presents advisory services to individuals (including high‑net‑worth clients), qualified retirement plans, trusts, charitable organizations and small businesses, though the firm’s brochure notes it had no clients or regulatory assets under management as of the filing date. The firm provides asset management and investment consulting, with services that include individualized portfolio management, comprehensive financial planning and sponsorship/portfolio management of a wrap fee program.
The firm’s investment approach emphasizes broad diversification across equities, mutual funds, ETFs, options and fixed income and uses tools such as Monte Carlo simulation alongside fundamental, qualitative and technical analysis to develop asset allocations. TGF Assets implements both longer‑term and shorter‑term trading strategies and discloses the ability to allocate to private investments (venture capital and private equity) and opportunistic fixed‑income instruments where appropriate.
What is distinctive about the firm relative to many peers is that it sponsors and acts as portfolio manager for a wrap fee program — a role that is uncommon for firms in this category — and it also offers hourly financial planning and consulting fees, another feature that is statistically rare. The brochure also highlights that the firm is newly formed, currently reports no client assets, uses a custodian arrangement under which it absorbs trading costs for wrap accounts held at Charles Schwab, and that its advisory personnel are separately licensed to sell insurance and perform other consulting activities (disclosed as potential conflicts of interest).
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Private / alternative investments
Long-term care insurance
Charitable giving & philanthropy
Fee options
$0 - $1,000,000: 1.50% $1,000,001 - $2,500,000: 1.25% $2,500,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
$150 to $300 per hour for comprehensive planning; $150 to $500 per hour for limited planning
Account minimum: $100,000 Fee-only: Hourly fees for financial planning and consulting services ranging from $150 to $300 per hour; Limited planning fees range from $150 to $500 per hour
Main office location
TGF Assets
Lumberton NJ, United States
Number of offices
1
Most active in
TGF Assets has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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