TSFG is an investment advisor in Lake Forest with $623.02 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
824379576
SEC advisor number
801-99339
FINRA CRD number
172555
AUM ?
$649.06 mm
(as of 19 Apr 24)
Accounts
2,440
(as of 19 Apr 24)
Employees
13
(7 investment advisory or research)
Address
TSFG
1052 N WESTERN AVE
LAKE FOREST
IL 60045
1052 N WESTERN AVE
LAKE FOREST
IL 60045
Phone
847-735-7100
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Apr 24
13F-HR
Quarterly holdings report by institutional manager
24 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
10 Jul 23
13F-HR
Quarterly holdings report by institutional manager
21 Apr 23
13F-HR
Quarterly holdings report by institutional manager
19 Jan 23
13F-HR
Quarterly holdings report by institutional manager
20 Oct 22
13F-HR
Quarterly holdings report by institutional manager
13 Jul 22
13F-HR
Quarterly holdings report by institutional manager
25 Apr 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22