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TLG ADVISORS, INC.
CRD 111052 · SEC 801-60458
475 SPRINGFIELD AVE, SUMMIT, NJ, 07901, United States
Phone
888-371-0013
Fax
303-797-7297
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.30B
Discretionary AUM
$1.79B
Team
290 total employees; 155 advisory reps; 38 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsPLACEMENT OF INSTITUTIONAL FUNDS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4717 | $1.60B |
| High net worth individuals | 301 | $554.6M |
| Pension/profit sharing plans | 28 | $47.5M |
| Charitable organizations | 8 | $1.9M |
| Corporations/business entities | 107 | $88.2M |
States served
AL, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD