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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-06-2001
- Office Locations
- 225
Office Locations
About TLG Advisors, Inc.
TLG Advisors is a multi-custodial RIA platform built for independent Series 65/66 advisors (fee-based or fee-only). Advisors plug into the firm’s compliance and operational infrastructure while keeping their own brand and client book, and can choose turnkey asset management and affiliated technology. The platform supports a paperless transition process and an advisor network with study groups and an annual conference, with custody access including Schwab and Fidelity.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRUCE GEORGE DONALDSON
Chief Executive Officer
- CRD
- --
- Ownership
- Less than 5%
MITCHELL MARC LEIDNER
Chief Financial Officer, TREASURER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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Murlat Alexander Abdoo
--
- CRD
- #7414745
David Tyler Abel
--
- CRD
- #5529122
Showing 2 of 313 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,791,330,076 | $344,354 |
| Non-Discretionary | $504,535,556 | $330,843 |
| Total | $2,295,865,632 | $341,291 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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