Miami, FL Brickell Avenue Office

Team
Updated today

Client AUM

$2,158,302,137

Clients

5,018

Advisors

2

Of 300 advisors across 218 offices

Location

1441 Brickell Avenue, Suite 1520

Miami FL 33131

Advisors at this office

2

Advisors at this office

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Esteban T

Series 66

Miami, FL

Tlg Advisors, Inc.

Esteban Tormen is a financial advisor at TLG Advisors, Inc. with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including The Leaders Group Inc, Passerelle Solutions, UBS Financial Services, and EFG Capital Advisors. Outside of his advisory role, he is involved with Passerelle Solutions, which provides insurance and premium finance consulting. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets and serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory in its investment approach.

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

Series 66

Miami, FL

Tlg Advisors, Inc.

Fernando Pou is a financial advisor with TLG Advisors, Inc. based in Miami, FL, holding a Series 66 designation and 20 years of industry experience. He has held roles with Passerelle Solutions and Insight Securities Inc., among others. Outside of advisory work, Pou serves as Senior Vice President at Passerelle Solutions, where he advises on life insurance solutions. 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 fiduciary services, with an investment approach focused on manager selection and ongoing monitoring using 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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