Overview
Assets Under Management: $1.9 billion
Headquarters: SUMMIT, NJ
High-Net-Worth Clients: 226
Average Client Assets: $2 million
Frequently Asked Questions
TLG ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #111052), TLG ADVISORS, INC. is subject to fiduciary duty under federal law.
TLG ADVISORS, INC. is headquartered in SUMMIT, NJ.
TLG ADVISORS, INC. serves 226 high-net-worth clients according to their SEC filing dated July 22, 2025. View client details ↓
According to their SEC Form ADV, TLG ADVISORS, INC. offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
TLG ADVISORS, INC. manages $1.9 billion in client assets according to their SEC filing dated July 22, 2025.
According to their SEC Form ADV, TLG ADVISORS, INC. serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 226
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 25.88
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 6,331
Discretionary Accounts: 4,768
Non-Discretionary Accounts: 1,563
Regulatory Filings
CRD Number: 111052
Filing ID: 2005086
Last Filing Date: 2025-07-22 10:58:00
Website: https://leadersgroup.net