RIA Intelligence

PROFESSIONAL FINANCIAL ADVISORS INC

Legal name: TGS FINANCIAL ADVISORS

CRD #107289 SEC #801-38963 RADNOR, PA 610-892-9900
SEC Registered
Total AUM
$359.4M
Discretionary
$359.4M
Employees
14
Clients
101
Accounts
1,125

AUM Over Time

DateNov 2025
Total AUM$359.4M
Discretionary$359.4M
Non-Disc.$0
Employees14
Clients8
DateSep 2025
Total AUM$359.4M
Discretionary$359.4M
Non-Disc.$0
Employees14
Clients8
DateSep 2025
Total AUM$359.4M
Discretionary$359.4M
Non-Disc.$0
Employees14
Clients8
DateMar 2025
Total AUM$359.4M
Discretionary$359.4M
Non-Disc.$0
Employees14
Clients8
DateMar 2025
Total AUM$359.4M
Discretionary$359.4M
Non-Disc.$0
Employees14
Clients8
DateOct 2024
Total AUM$339.9M
Discretionary$336.4M
Non-Disc.$3.5M
Employees14
Clients12
DateApr 2024
Total AUM$339.9M
Discretionary$336.4M
Non-Disc.$3.5M
Employees14
Clients12
DateMar 2024
Total AUM$339.9M
Discretionary$336.4M
Non-Disc.$3.5M
Employees14
Clients12
DateNov 2023
Total AUM$312.2M
Discretionary$296.5M
Non-Disc.$15.7M
Employees9
Clients2
DateAug 2023
Total AUM$312.2M
Discretionary$296.5M
Non-Disc.$15.7M
Employees9
Clients2
DateMay 2023
Total AUM$312.2M
Discretionary$296.5M
Non-Disc.$15.7M
Employees9
Clients2
DateMar 2023
Total AUM$312.2M
Discretionary$296.5M
Non-Disc.$15.7M
Employees9
Clients2
DateOct 2022
Total AUM$299.7M
Discretionary$279.9M
Non-Disc.$19.7M
Employees10
Clients2
DateOct 2022
Total AUM$299.7M
Discretionary$279.9M
Non-Disc.$19.7M
Employees10
Clients2
DateMar 2022
Total AUM$357.6M
Discretionary$331.8M
Non-Disc.$25.7M
Employees12
Clients2
DateSep 2021
Total AUM$322.8M
Discretionary$309.6M
Non-Disc.$13.2M
Employees13
Clients2
DateMay 2021
Total AUM$322.8M
Discretionary$309.6M
Non-Disc.$13.2M
Employees13
Clients2
DateApr 2021
Total AUM$322.8M
Discretionary$309.6M
Non-Disc.$13.2M
Employees12
Clients2
DateMar 2021
Total AUM$322.8M
Discretionary$309.6M
Non-Disc.$13.2M
Employees12
Clients2
DateJun 2020
Total AUM$273.2M
Discretionary$268.3M
Non-Disc.$4.9M
Employees13
Clients3
DateMar 2020
Total AUM$273.2M
Discretionary$268.3M
Non-Disc.$4.9M
Employees13
Clients3
DateJul 2019
Total AUM$274.5M
Discretionary$274.5M
Non-Disc.$0
Employees14
Clients0
DateMay 2019
Total AUM$274.5M
Discretionary$274.5M
Non-Disc.$0
Employees14
Clients0
DateMar 2019
Total AUM$274.5M
Discretionary$274.5M
Non-Disc.$0
Employees14
Clients0
DateOct 2018
Total AUM$289.4M
Discretionary$289.4M
Non-Disc.$0
Employees13
Clients0
DateJun 2018
Total AUM$289.4M
Discretionary$289.4M
Non-Disc.$0
Employees13
Clients0
DateFeb 2018
Total AUM$289.4M
Discretionary$289.4M
Non-Disc.$0
Employees13
Clients0
DateMar 2017
Total AUM$260.5M
Discretionary$260.5M
Non-Disc.$0
Employees12
Clients300
DateNov 2016
Total AUM$252.9M
Discretionary$252.9M
Non-Disc.$0
Employees16
Clients300
DateMar 2016
Total AUM$252.9M
Discretionary$252.9M
Non-Disc.$0
Employees16
Clients300
DateOct 2015
Total AUM$284.1M
Discretionary$284.1M
Non-Disc.$0
Employees17
Clients300
DateJul 2015
Total AUM$284.1M
Discretionary$284.1M
Non-Disc.$0
Employees17
Clients300
DateMar 2015
Total AUM$284.1M
Discretionary$284.1M
Non-Disc.$0
Employees17
Clients300
DateSep 2014
Total AUM$300.6M
Discretionary$300.6M
Non-Disc.$0
Employees18
Clients300
DateMar 2014
Total AUM$300.7M
Discretionary$300.7M
Non-Disc.$0
Employees18
Clients300
DateOct 2013
Total AUM$270.4M
Discretionary$270.4M
Non-Disc.$0
Employees20
Clients300
DateJul 2013
Total AUM$270.4M
Discretionary$270.4M
Non-Disc.$0
Employees20
Clients300
DateMar 2013
Total AUM$270.4M
Discretionary$270.4M
Non-Disc.$0
Employees20
Clients300
DateNov 2012
Total AUM$221.9M
Discretionary$221.9M
Non-Disc.$0
Employees18
Clients300
DateJul 2012
Total AUM$221.9M
Discretionary$221.9M
Non-Disc.$0
Employees11
Clients300
DateMar 2012
Total AUM$221.9M
Discretionary$221.9M
Non-Disc.$0
Employees11
Clients300
DateApr 2011
Total AUM$235.5M
Discretionary$235.5M
Non-Disc.$0
Employees--
Clients--
DateNov 2010
Total AUM$192.5M
Discretionary$192.5M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$176.7M
Discretionary$176.7M
Non-Disc.$0
Employees--
Clients--
DateAug 2007
Total AUM$221.9M
Discretionary$207.8M
Non-Disc.$14.1M
Employees--
Clients--
DateFeb 2007
Total AUM$221.9M
Discretionary$207.8M
Non-Disc.$14.1M
Employees--
Clients--
DateFeb 2006
Total AUM$191M
Discretionary$178.1M
Non-Disc.$12.9M
Employees--
Clients--
DateJan 2006
Total AUM$191M
Discretionary$178.1M
Non-Disc.$12.9M
Employees--
Clients--
DateSep 2005
Total AUM$169.1M
Discretionary$165M
Non-Disc.$4.1M
Employees10
Clients--
DateJan 2005
Total AUM$169.1M
Discretionary$165M
Non-Disc.$4.1M
Employees10
Clients--
DateOct 2003
Total AUM$85.1M
Discretionary$77.2M
Non-Disc.$7.8M
Employees10
Clients--