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TLG ADVISORS, INC.
SUMMIT, NJ
888-371-0013
SEC #801-60458Total AUM
$2.3B
Employees
290Clients
5,166Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
475 SPRINGFIELD AVE
SUMMIT
NJ 07901
United States
SUMMIT
NJ 07901
United States
Operating Hours
8:00 A.M. TO 4:00P.M.
Monday - Friday
Monday - Friday
Phone
888-371-0013
Other Offices
120
Financials
Total AUM
$2.3B
Accounts
6,727Discretionary
$1.8B
Accounts
5,202Non-Discretionary
$504.5M
Accounts
1,525
Clients
Individual Clients
4,717AUM
$1.6B
HNW Individual Clients
301AUM
$554.6M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
28AUM
$47.5M
Charitable Organization Clients
8AUM
$1.9M
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
107AUM
$88.2M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
PLACEMENT OF INSTITUTIONAL FUNDS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAWAWIWV
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.