Overview
Assets Under Management: $155 million
Headquarters: TOWSON, MD
High-Net-Worth Clients: 54
Average Client Assets: $1.8 million
Frequently Asked Questions
TLS ADVISORY SERVICES, 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 #121747), TLS ADVISORY SERVICES, INC. is subject to fiduciary duty under federal law.
TLS ADVISORY SERVICES, INC. is headquartered in TOWSON, MD.
TLS ADVISORY SERVICES, INC. serves 54 high-net-worth clients according to their SEC filing dated July 09, 2024. View client details ↓
TLS ADVISORY SERVICES, INC. manages $155 million in client assets according to their SEC filing dated July 09, 2024.
Services Offered
Services:
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.48%
Average Client Assets: $1.8 million
Total Client Accounts: 817
Non-Discretionary Accounts: 817
Regulatory Filings
CRD Number: 121747
Filing ID: 1886538
Last Filing Date: 2024-07-09 12:39:00