Los Angeles, CA Century Park E Office

Team
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Tlg Advisors, Inc. logo

Tlg Advisors, Inc.

Enterprise

Firm-wide stats for Tlg Advisors, Inc.

Total advisors

302

Across 220 offices

Clients per advisor

17 Very Low

Avg AUM per client

$430,112 Typical

HNW client ratio

6% Low

About

TLG Advisors, Inc. serves a broad client base that includes individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm provides investment supervisory services, portfolio management, comprehensive financial planning, and investment fiduciary services for ERISA-qualified retirement plans through a network of independent investment advisor representatives and sub‑advisors.

The firm’s investment process centers on manager selection and ongoing monitoring, using fundamental analysis and Modern Portfolio Theory to construct diversified portfolios; many client accounts are managed through sub‑advisors and program platforms. TLG also offers a direct-to-consumer digital program, Starlight Portfolios, which allocates across six to 12 risk classes and three fund management styles based on a risk questionnaire, with quarterly portfolio reviews and tactical adjustments as market conditions dictate.

What distinguishes TLG from many peers is its web of corporate affiliations and interfirm relationships disclosed in the brochure: it is owned by Simplicity Financial Marketing Holdings, shares personnel and arrangements with The Leaders Group broker‑dealer, and identifies several affiliated RIAs, broker‑dealers and insurance entities. The brochure also notes that some advisors may be related to law firms or other financial firms, that the firm may select and compensate other advisors via referral or solicitor arrangements, and that it works with a range of institutional counterparties beyond typical retail clients.

Based on Tlg Advisors, Inc.

Expertise

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations

Based on Tlg Advisors, Inc.

Occupation focus

Founder/Business Owner Retired

Based on Tlg Advisors, Inc.

Location

2049 Century Park E, Suite 1940

Los Angeles CA 90067

Advisors at this office

7

Advisors at this office

user avatar

Robert A

Series 66

Los Angeles, CA

Tlg Advisors, Inc.

Robert Amoruso is a financial advisor with TLG Advisors, Inc. based in Los Angeles, CA, holding a Series 66 designation and 17 years of industry experience. He has previously worked at The Leaders Group Inc and M Holdings Securities, Inc., and serves as CEO of Gideon Strategic Partners LLC. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, corporations, and institutional investors, providing portfolio management, financial planning, and fiduciary services. The firm’s investment approach emphasizes manager selection and diversification using fundamental analysis and Modern Portfolio Theory, supported by a network of independent advisors and sub-advisors.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
user avatar

Andrew C

Series 66, Series 63

Los Angeles, CA

Tlg Advisors, Inc.

Andrew Cuevas is a financial advisor with TLG Advisors, Inc. based in Los Angeles, CA. He holds Series 66 and Series 63 licenses and has 13 years of industry experience. His prior roles include positions at Gideon, The Leaders Group Inc, M Holdings, Equitable Advisors, and AXA Advisors. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, and offers both sub-advisor managed portfolios and a direct-to-consumer digital investment program.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
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Felix P

Series 66

Los Angeles, CA

Tlg Advisors, Inc.

Felix Pollmann is a financial advisor with TLG Advisors, Inc. based in Los Angeles, CA. He holds the Series 66 designation and has one year of industry experience. His prior work includes roles at The Leaders Group DBA Simplicity Investments, Gideon, Earthplace, and Deloitte, as well as educational positions before entering the financial industry. TLG Advisors serves a broad client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and institutional investors. The firm’s investment approach emphasizes manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, with offerings that include both sub-advised accounts and a direct-to-consumer digital program.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
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William G

Series 66

Los Angeles, CA

Tlg Advisors, Inc.

William Gallon is a financial advisor with TLG Advisors, Inc. based in Los Angeles, CA. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at The Leaders Group Inc and Gideon Strategic Partners, as well as involvement with educational organizations such as Williams College and Pine Cobble School. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and it offers both managed accounts and a direct-to-consumer digital program called Starlight Portfolios.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
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Salim A

CFP®, Series 66

Los Angeles, CA

Tlg Advisors, Inc.

Salim Admon is a CFP® with 20 years of experience in financial services. He is currently with TLG Advisors, Inc. and has previously worked at Gideon, The Leaders Group Inc, MML Investors Services, and Mass Mutual Life Insurance Company. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing a research approach based on fundamental analysis and Modern Portfolio Theory.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
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Erik O

Series 66

Los Angeles, CA

Tlg Advisors, Inc.

Erik Oros is a financial advisor at TLG Advisors, Inc. with nine years of industry experience. He holds a Series 66 designation and has worked at firms including The Leaders Group Inc and Actinium Capital LP. Oros serves as Chief Investment Officer at Gideon Strategic Partners LLC, where he is involved in investment management and sales. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves a diverse client base including individuals, retirement plans, trusts, and institutional investors. The firm combines fundamental research and Modern Portfolio Theory in its portfolio construction and offers services ranging from comprehensive financial planning to ERISA fiduciary oversight.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
user avatar

Spencer A

Series 66

Los Angeles, CA

Tlg Advisors, Inc.

Spencer Anmuth is a financial advisor with TLG Advisors, Inc. in Los Angeles, CA, holding a Series 66 credential and one year of industry experience. He has held roles at Gideon Strategic Partners and Mill Creek Capital Advisors and has academic experience from the University of Pennsylvania. Anmuth also works as a Client Service Associate at Gideon Strategic Partners. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, offering investment supervisory services, portfolio management, and financial planning.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
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