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Tmg Investment Advisory Company (Mclean)


Tmg Investment Advisory Company is a related adviser based in Mclean. It manages $6.86 million of regulatory assets for 34 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Virginia.

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Tmg Investment Advisory Company provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Tmg Investment Advisory Company: assets under management

The assets under management (AUM) of Tmg Investment Advisory Company is $6.86 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -67% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $6.86 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $201.87 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Tmg Investment Advisory Company for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Mclean

The principal office where Tmg Investment Advisory Company performs its advisory services is located at 1430 Spring Hill Road, Mclean, VA 22102, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 703-288-0500 or by fax 703-288-0900. The normal business hours are 9:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at www.tmginvestment.com.


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