TFG WEALTH MANAGEMENT, LLC

TFG WEALTH MANAGEMENT, LLC of NEWTOWN, PA is an SEC-registered investment adviser (CRD 148025). Regulatory assets under management: $143.2M.

Registration

• CRD: 148025
• SEC file number: 801-116753
• Type: Registered investment adviser
• Location: 538 DURHAM ROAD, NEWTOWN, PA, 18940
• Phone: 866-296-8156
• Latest filing: 2023-03-20
• Regulatory AUM: $143.2M
• Discretionary AUM: $135.7M
• Non-discretionary AUM: $7.5M
• Clients: 5
• Accounts: 674

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• CRD 148025 on SEC IAPD (source of record)
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