Erik
Oros
Tlg Advisors, Inc
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About this Advisor
Erik Oros is a financial advisor who works in Littleton, Colorado, who has 2 years of industry experience. Oros is an employee of Tlg Advisors, Inc. Their career trajectory has included roles at Salient Partners, L.P, Salient Capital, L.P, Salient Advisors, L.P, Salient Capital Advisors, LLC, M Holdings Securities, Inc, Gideon Strategic Partners LLC, Actinium Capital Lp, Soundview Capital and The Leaders Group Inc. Oros holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in California. Tlg Advisors, Inc is a financial advisory business that has its headquarters in Littleton, CO. It has offices in 96 locations and a total of 264 people on staff. It administers $2 billion in assets between its 7,160 accounts, placing it among the largest financial advisory firms in the country by assets under management. Of its 7,160 customer accounts, just 3% are held by high-net-worth individuals who have more than $1 million in investable assets. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors typically vary depending on which services are provided. However, fees billed by Tlg Advisors, Inc likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tlg Advisors, Inc Brokerage Details
$1,620,548,890
264
7,160
$226,334
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Erik Oros Work History
Erik has been registered as a financial advisor for 2 years.*
The Leaders Group Inc
Gideon Strategic Partners LLC
M Holdings Securities, Inc
Soundview Capital
Actinium Capital Lp
Salient Partners, L.P
Salient Capital, L.P
Salient Advisors, L.P
Salient Capital Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Erik Oros to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Tlg Advisors, Inc
Littleton, CO
Pittsburgh, PA
Atlanta, GA
Littleton, CO
Minneapolis, MN
Owings Mills, MD
Cleveland, OH
Encino, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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