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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-17-2006
- Office Locations
- 1
Office Locations
About T.t.g. Financial, Inc.
TTG Financial (T.T.G. Financial, Inc.) is a fee-only RIA providing fiduciary wealth management and comprehensive planning, with depth in retirement planning, estate planning, and 401(k) administration. The team includes CFP and pension-plan credentials (QPA/QKA) and builds portfolios targeting risk-adjusted returns, often using ETFs and high-quality fixed income. Primary custodian: Charles Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
JAMES LEE EVANS
Chief Compliance Officer, Investment Advisor
- CRD
- #1598919
- Ownership
- 50% but less than 75%
JAMES "NMN" KOTAGIDES
Chief Executive Officer, Investment Advisor Representative
- CRD
- #4774339
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Morgan Michele Hood
Investment Advisor Representative
- CRD
- #7417711
Logan Nimick
Investment Advisor Representative
- CRD
- #7925876
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $194,000,000 | $923,810 |
| Non-Discretionary | $0 | -- |
| Total | $194,000,000 | $923,810 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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