TLG Advisors, Inc.

RIASEC RegisteredEst. 2001

Total AUM

$2.3B

Discretionary

$1.8B

78% of AUM

Avg account

$341K

Accounts

6,727

Employees

290

Advisory reps

307

Firm details

Headquarters: Summit, New Jersey
CRD number: 111052
Registered since: August 6, 2001
Website: tlgadvisors.net
Custodians: SEI INVESTMENTS DISTRIBUTION CO., FIDELITY DISTRIBUTORS COMPANY LLC, PERSHING LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals69.85%
HNWI24.16%
Corporations / Businesses3.84%
Pension & Profit Sharing Plans2.07%
Charitable Organizations0.08%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

TLG Advisors, Inc. is an SEC-registered independent registered investment adviser organized as a corporation and operating since 2001. The firm serves both individual and family clients as well as institutional clients, and it bills through a mix of percentage-of-AUM fees plus hourly and fixed-fee engagements. Its advisory services include financial planning, portfolio management for individuals, small businesses and pooled vehicles, pension consulting, manager selection and educational seminars. TLG is described as a capital allocator and maintains affiliations with broker-dealers, other advisers, accounting and law firms, and an insurance company. The firm does not identify as an active ESG investor.