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

312

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 independent registered investment adviser, organized as a corporation and SEC-registered since 2001. The firm serves both individual and family clients as well as institutional investors and describes itself as a capital allocator that builds and oversees portfolios and pooled investment vehicles. Its advisory work spans financial planning, discretionary and non‑discretionary portfolio management for individuals, small businesses and institutions, pension consulting and the selection of outside managers; the firm also offers educational seminars and workshops. Compensation arrangements include percentage‑of‑AUM fees alongside hourly and fixed‑fee engagements. TLG does not identify as an active ESG investor.