Tlg Advisors, Inc.

Tlg Advisors, Inc. (CRD# 111052) is a financial advisory firm headquartered in Littleton, CO. They manage $1,661,324,827 in 5,935 accounts and serve the financial needs of clients across 45 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,661
    MILLION
  • Total Number of Accounts
    5,935
    ACCOUNTS
  • Average Account Value
    $279,920
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY

Financial Advisors at Tlg Advisors, Inc.
Showing 61 - 70 of 198 top financial advisors.
61
Li Yang Lee
CRD#: 5864546
2955 Campus Drive, Suite 110, San Mateo, CA 94403

Li Yang Lee (CRD# 5864546) is an Investment Advisor Representative working at Tlg Advisors, Inc. in San Mateo, CA and has over 13 years of experience in the finance industry.

62
Shawn M. Lefebvre
CRD#: 2449632
26 West Dry Creek Circle, Suite 800, Littleton, CO 80120

Shawn Lefebvre (CRD# 2449632) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Littleton, CO and has over 30 years of experience in the finance industry.

63
Jason A. Lenagh
CRD#: 6374587
26 West Dry Creek Circle, Suite 800, Littleton, CO 80120

Jason Lenagh (CRD# 6374587) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Littleton, CO and has over 9 years of experience in the finance industry.

64
Harry N. Levitt
CRD#: 1834408
26 West Dry Creek Circle, Suite 800, Littleton, CO 80120

Harry Levitt (CRD# 1834408) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Littleton, CO and has over 33 years of experience in the finance industry.

65
Julia H. Lin
CRD#: 3222015
26 West Dry Creek Circle, Suite 800, Littleton, CO 80120

Julia Lin (CRD# 3222015) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Littleton, CO and has over 24 years of experience in the finance industry.

66
Timothy Linaugh
CRD#: 5299427
9915 Mira Mesa Blvd, Suite 110, San Diego, CA 92131

Timothy Linaugh (CRD# 5299427) is an Investment Advisor Representative working at Tlg Advisors, Inc. in San Diego, CA and has over 16 years of experience in the finance industry.

67
James R. Lingle
CRD#: 6592865
26 West Dry Creek Circle, Suite 800, Littleton, CO 80120

James Lingle (CRD# 6592865) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Littleton, CO and has over 8 years of experience in the finance industry.

68
Eric D. Loaiza
CRD#: 3089775
26 West Dry Creek Circle, Suite 800, Littleton, CO 80120

Eric Loaiza (CRD# 3089775) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Littleton, CO and has over 24 years of experience in the finance industry.

69
Ryan J. Lovell
CRD#: 4981652
401 W Front Street, Suite 500, Boise, ID 83702

Ryan Lovell (CRD# 4981652) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Boise, ID and has over 18 years of experience in the finance industry.

70
Richard D. Mack
CRD#: 1476655
3388 Founders Road, Suite 100, Indianapolis, IN 46268

Richard Mack (CRD# 1476655) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Indianapolis, IN and has over 38 years of experience in the finance industry.

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