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TGS FINANCIAL ADVISORS
Legal name: PROFESSIONAL FINANCIAL ADVISORS INC
CRD 107289File 801-38963
APPROVED
Retail clients
Custody
Filing as of Mar 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$426.0M
Below cohort median (national)
Discretionary AUM
$421.3M
Non-discretionary $4.7M
Clients
259
1,222 accounts
Employees
13
Below cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jun 7, 1991
- Principal office
- 100 W. MATSONFORD ROAD, BUILDING 3, SUITE 304, RADNOR, PA, 19087
- Phone
- 610-892-9900
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $426.0M
- Discretionary AUM
- $421.3M
- Non-discretionary AUM
- $4.7M
- Discretionary accounts
- 1,188
- Non-discretionary accounts
- 34
- Total accounts
- 1,222
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 100 | $367.6M |
| Individuals (other than high net worth individuals) | 159 | $58.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.