TLG Lenox, LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Atlanta, Georgia
CRD number
131120
Registered since
July 23, 2004

Firm profile

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Overview

TLG Lenox, LLC is a limited liability company that appears on the SEC registry since 2004 and is classified in available records as an investment bank rather than a traditional asset manager. Ownership is listed as a combination of a domestic entity and an individual. Public disclosures are sparse: the firm is not identified as a capital allocator, it does not report active ESG investing, and it does not operate as a multi-state adviser or pension consultant. No detailed description of advisory or business activities was provided in the source material.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 4
  • Jordan Schon

    Jordan Schon

    AnalystCRD 7356003

  • James Fite

    James Fite

    Managing DirectorCRD 4070999

  • Timothy Dyball

    Timothy Dyball

    AnalystCRD 7737000

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
3384 Peachtree Rd Ne
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth