Terry
Hirsch

Tfg Advisors

CRD#1191287
Investment Advisor
in Auburn Hills, MI

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About this Advisor

Terry Hirsch is a financial advisor operating in Auburn Hills, Michigan who has 6 years of relevant experience. Hirsch is an employee of Tfg Advisors. Over the course of their career, they have held roles at Tfg Advisors and Tfg Advisers LLC. Hirsch holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Michigan and Texas. Tfg Advisors is a business operating out of Auburn Hills, MI. It has a total of seven people on staff. It controls $330 million in assets under management across its 1,302 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm serves two charitable organizations. Of its 1,302 customer accounts, 22% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Tfg Advisors performs a few services, such as financial planning services, portfolio management for individuals and small businesses and other services. Financial management fee schedules largely vary depending on which service is offered. However, fee types charged by Tfg Advisors can consist of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

3121 University Drive Suite 100
Auburn Hills, MI 48326

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Tfg Advisors Brokerage Details

Total Assets Under Management

$330,391,124

MI Average: $943,424,332
Total Number of Employees

7

MI Average: 21
Total Number of Accounts

1,302

MI Average: 1,586
Average Account Size

$253,757

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Terry Hirsch Work History

Terry has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Tfg Advisers LLC

2017 - Present (7 years)

Tfg Advisers LLC

1996 - Present (28 years)

Tfg Advisors

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Terry Hirsch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Tfg Advisors

Timothy Atkinson
Auburn Hills, MI
Thomas Williams
Auburn Hills, MI
Rebecca Kindig
Auburn Hills, MI
Terry Hirsch
Auburn Hills, MI
Paul Reile
Auburn Hills, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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