TSG Wealth Management
Financial Services • 
Long Beach, California, United States • 51-100 Employees
Company overview
| Headquarters | 6460 E Pacific Coast Highway, Suite 223, Long Beach, CA 90803, US |
| Phone number | +15624140900 |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Keywords | Financial Services, , Asset Allocation, Retirement Planning, Investment Strategies, Certified Divorce Financial Analyst (Cdfa), Tax-Efficient Planning, Multigenerational Wealth Planning, Business-Owner/Succession Planning |
| Founded | 1965 |
| Employees | 51-100 |
| Socials |
Key Contact at TSG Wealth Management
TSG Wealth Management Email Formats
TSG Wealth Management uses 4 email formats. The most common is {first name}.{last name} (e.g., john.doe@tsgwm.com), used 72.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@tsgwm.com | 72.3% |
{first initial}.{last name} | j.doe@tsgwm.com | 26.1% |
{first initial}.{second initial} | j.o@tsgwm.com | 1.5% |
About TSG Wealth Management
Our founding principle was, and continues to be, to put your interests above all, with a goal to consistently exceed expectations. As your Financial Advisors, we will spend the time to understand your financial concerns and work with you to develop a customized investment program that we believe can best meet your needs. As our relationship builds over time, we will endeavor to anticipate your changing circumstances and help advise you on appropriate investment strategies. We look forward to serving your long-term investment needs. We believe the TSG Wealth Management difference lies in our dedication to quality and our disciplined approach to your wealth management and investments. We take pride in building relationships with our clients and their families first, so we can better understand your needs today and in the future. TSG was built for advisors, by advisors. Creating an atmosphere that helps advisors and their clients thrive in the financial space without all of the traditional headaches of running your own practice. Learn more about joining TSG today! Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social This information is intended for use only by residents of: AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WV, WI, and WY CA Insurance Producer License Number 0D21223 We are unable to respond to messages through LinkedIn, please contact us 562-414-0900 or info@tsgwm.com. PM-03182027-8406306.1.1
TSG Wealth Management revenue & valuation
| Annual revenue | $3,500,000,000 |
| Revenue per employee | $40,230,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $11,200,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
TSG Wealth Management has 35 employees across 4 departments.
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Number of employees
Funding Data
TSG Wealth Management has never raised funding before.
TSG Wealth Management Tech Stack
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