Key facts
- Status: Privately Held (no backing).
- ·Watchlist + deal alerts for TGS Financial Advisors
- ·The full record, as it builds
Funding rounds
No funding rounds for TGS Financial Advisors are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About TGS Financial Advisors
Provider of wealth management services for individuals and families. TGS Financial Advisors offers financial planning, investment management, and retirement planning. Their team approach emphasizes long-term commitments and a proprietary investment strategy that includes diversification, value tilt, contrarian asset allocation, focus on costs, and discretionary management. The team includes experienced professionals with diverse backgrounds, including advisors who hold the CFP® designation and are members of the National Association of Personal Financial Advisors (NAPFA). Consultations are available and can be scheduled by calling 1-800-525-4075.
- Sector
- Financial Services
- HQ
- Radnor, PA, United States
- Employees
- 20
- Website
- tgsfinancial.com/
- Ownership
- Privately Held (no backing)
TGS Financial Advisors doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in TGS Financial Advisors shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on TGS Financial Advisors in its N-PORT filings yet. We sweep new filings monthly.