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Tbig Financial Services Inc (Incline Village)


Tbig Financial Services Inc is a mid-sized advisory firm based in Incline Village. It manages $44.84 million of regulatory assets for 34 client accounts. It has been registered with the SEC as an adviser since 2001.




Tbig Financial Services provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Tbig Financial Services: assets under management

The assets under management (AUM) of Tbig Financial Services Inc is $44.84 million. The firm's AUM has gone down by -26% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $26.84 million in discretionary accounts and $18 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $894.82 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $4.5 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tbig Financial Services Inc for their services and products based on a percentage of assets under management and performance-based fees. 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 Incline Village

The principal office where Tbig Financial Services Inc performs its advisory services is located at 756 Lakeshore Blvd, Incline Village, NV 89451 The mailing address of the firm is 756 Lakeshore Blvd, Incline Village, NV 89451. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 775-247-3106 or by fax 775-247-3106. The normal business hours are 5:00 am to 6:00 pm on Monday - Friday.


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