Fazel
Mostashari
Tlg Advisors, Inc
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About this Advisor
Fazel Mostashari is a financial advisor based in Woodland Hills, California, working with Tlg Advisors, Inc. Fazel has previously held positions at City Of Los Angeles, Mostashar & Associates, Wealth Specialists, Delta C Lp, Waddell & Reed Inc, Various Insurance Carriers For W&R Insurance Agencies, Independent Financial Group, The Leaders Group Inc, and Mostashari & Co. Fazel has passed the Series 65, Series 66, and Series 63 regulatory exams and is registered to provide services in California. Currently, Fazel is part of Tlg Advisors, Inc, which operates out of Woodland Hills, California. The firm has 96 offices and 264 employees. The firm manages assets totaling $1.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Tlg Advisors, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Tlg Advisors, Inc Brokerage Details
$1,661,324,827
264
5,935
$279,920
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Fazel Mostashari Work History
The Leaders Group Inc
Mostashari & Co
Independent Financial Group
Waddell & Reed Inc
Various Insurance Carriers For W&R Insurance Agencies
Mostashar & Associates, Wealth Specialists
City Of Los Angeles
Delta C Lp
Disclosures
Please visit the SEC profile of Fazel Mostashari to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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