$80.9M Total AUM
$80.9M Disc. AUM
-- 3Y CAGR
1 Employees
52 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-04-2005
- Office Locations
- 1
Office Locations
2012-B NEW Garden Road Greensboro NC
About TCS Financial Services, Inc.
TCS Financial Services, Inc. is a Kernersville-based RIA. The firm has been operating for 20 years. Managing $80.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$80.9M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
21 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
Available
Available
Available
Available
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
LAWRENCE WOOD WISWALL JR.
Operations Manager, President
- CRD
- #4835070
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $80,946,247 | -- |
| Non-Discretionary | $0 | -- |
| Total | $80,946,247 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Equity - OTC:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available Public Funds:
Available Sovereign Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
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