TLG Advisors, Inc.

RIASEC Registered

Total AUM

$2.3B

Discretionary

$1.8B

78% of AUM

Avg account

$341K

Accounts

6,727

Employees

290

Advisory reps

313

Firm details

Headquarters: Summit, New Jersey
CRD number: 111052
Website: tlgadvisors.net
Custodians: SEI INVESTMENTS DISTRIBUTION CO., FIDELITY DISTRIBUTORS COMPANY LLC, PERSHING LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals69.85%
HNWI24.16%
Corporations / Businesses3.84%
Pension & Profit Sharing Plans2.07%
Charitable Organizations0.08%

Firm profile

FINTRX

Overview

TLG Advisors, Inc. operates as an independent registered investment adviser that serves both individual/family and institutional clients. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees and maintains relationships across several industry channels, including broker-dealers, other investment advisers, accounting firms, law firms, and insurance companies. TLG does not identify as an active ESG investor. Its organizational ownership is a mix of a domestic entity and individuals, and it uses qualified custodians to hold client assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities64%
Cash & Cash Equivalents15%
Public Funds/Mutual Funds14%
Non-Exchange Traded Equities3%
Investment Grade Corp Bonds2%

Owners & executives

3 of 18

Legrand Redfield
President, CEOCRD 865752
Edgar Morales
Chief Marketing OfficerCRD 1078765
John Setzler
Chief Executive OfficerCRD 1945515

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Contacts

3 of 295

Roy Cranman
Wealth Risk ManagerCRD 1001510
Elisabeth Brady
Registered RepresentativeCRD 6743497
Jeffrey Tipton
Financial AdvisorCRD 8041169

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Summit, NJ

Union

Location

Summit, NJ

Headquartered in Summit, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: Union
Address: 475 Springfield Ave
Time zone: ET (UTC-5)
Office locations

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