Tcg Naples, LLC is a large advisory firm based in Naples. It manages $131.2 million of regulatory assets for 48 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Florida.
Tcg Naples provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Tcg Naples, LLC is $131.2 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Tcg Naples, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Tcg Naples is high net worth individuals with 41 clients and $129.27 million of assets under management. Among the 11 most similar advisory firms, Tcg Naples has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $131.2 million for 48 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Tcg Naples doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Tcg Naples, LLC performs its advisory services is located at 9130 Galleria Court, Naples, FL 34109, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 239-434-7434 or by fax 239-434-7494. The normal business hours are 8:00am - 5:00pm on Monday - Friday.