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 a limited liability company that appears on the SEC’s adviser roster as of 2004 and is classified in FINTRX as an investment bank rather than a traditional registered investment adviser. Ownership is listed as a mix of a domestic entity and an individual. The firm is not described as a capital allocator and is not identified as an active ESG investor. Several typical advisor attributes — fee structure, client base, and specific advisory or business activities — are not provided in the source data.

Assets & Accounts

Investments & Alternatives

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

Unlock 1 more contacts →

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth