TKG ADVISORS, LLC

KOTYS WEALTH PROFESSIONALS
VALPARAISO, Indiana·3 registered advisors·CRD# 168156
SEC# 801-1187381219-465-6924
01

Firm Overview

AUM
$223M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Other: PERCENTAGE RETIREMENT PLAN ASSETS UNDER ADVISEMENT
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TKG ADVISORS, LLC

3 registered advisors
Megan May Myers
VALPARAISO, Indiana
Sarah Elizabeth Kotys
VALPARAISO, Indiana
Wesley Michael Kotys
VALPARAISO, Indiana
05

Office Locations

VALPARAISO, Indiana
3 advisors

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Data sourced from SEC Form ADV filings. TKG ADVISORS, LLC (CRD# 168156) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.