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TLG ADVISORS, INC.
CRD 111052File 801-60458
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.30B
Top 25% of cohort (national)
Discretionary AUM
$1.79B
Non-discretionary $504.5M
Clients
5,161
6,727 accounts
Employees
290
Top 25% of cohort in NJ
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Aug 6, 2001
- Principal office
- 475 SPRINGFIELD AVE, SUMMIT, NJ, 07901
- Phone
- 888-371-0013
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.30B
- Discretionary AUM
- $1.79B
- Non-discretionary AUM
- $504.5M
- Discretionary accounts
- 5,202
- Non-discretionary accounts
- 1,525
- Total accounts
- 6,727
- AUM per client
- $445K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 107 | $88.2M |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | 8 | $1.9M |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 301 | $554.6M |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | 28 | $47.5M |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 4,717 | $1.60B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11D2
- Q11D5
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Custody | false | true |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.