TLG LENOX, LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Atlanta, Georgia
CRD number
131120
Registered since
July 23, 2004

Firm profile

FINTRX

Overview

TLG Lenox, LLC is a limited liability company that has been SEC-registered since 2004 and is classified in the database as an investment bank. Public registry attributes indicate the firm is owned by a combination of a domestic entity and an individual. The record shows minimal disclosure about client types, business activities, or advisory services. FINTRX flags several operational attributes: TLG Lenox is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser. Those flags, together with the lack of detailed business activity entries, suggest the firm maintains a limited public footprint as an advisory organization.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Jordan Schon

    AnalystCRD 7356003

  • JAMES FITE

    Managing DirectorCRD 4070999

  • Timothy Dyball

    AnalystCRD 7737000

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Atlanta, GA

FULTON

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
3384 Peachtree Rd NE
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth