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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-19-1994
- Office Locations
- 2
Office Locations
About TGA Capital Management
TGA Capital Management is a Massachusetts-based registered investment adviser providing active portfolio management and financial planning for individuals and retirees. The firm focuses on retirement income and risk management, with planning support across investments, taxes, and estate considerations. Public filings show a fixed-income–heavy SMA mix (primarily U.S. government/agency and investment-grade bonds). Custody is held with Charles Schwab, and the firm notes NEA membership.
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Owner & Executives
MICHAEL DAVID GREEN
Investment Advisor
- CRD
- #1141165
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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THOMAS FRANCIS RYDER JR
Investment Advisor Representative
- CRD
- #408411
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,575,493 | -- |
| Non-Discretionary | $3,067,604 | -- |
| Total | $32,643,097 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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