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

FINTRX

Overview

TLG Lenox, LLC is recorded as a limited liability company that registered with the SEC in 2004 and is classified in FINTRX as an investment bank. Ownership is listed as a combination of a domestic entity and an individual. The record flags several operational characteristics: the firm is not identified as a capital allocator, does not describe itself as an active ESG investor, is not a multi-state adviser, and is not newly formed. It is also not recorded as a pension consultant or a related adviser. The FINTRX entry for TLG Lenox, LLC provides minimal detail about the firm’s client types, fee arrangements, or specific business and advisory activities. Those fields are blank in the snapshot, so the publicly available record does not describe whether the firm provides wealth management, discretionary portfolio management, investment banking services beyond the classification, or other advisory offerings.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • James Fite

    James Fite

    Managing DirectorCRD 4070999

  • David Schumm

    David Schumm

    Assistant Vice PresidentCRD 7518855

  • Timothy Dyball

    Timothy Dyball

    AnalystCRD 7737000

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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