Warren
Mann

Tlg Advisors, Inc

CRD#4871135
Investment Advisor
in Littleton, CO

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About this Advisor

Warren Mann is a financial advisor operating out of Littleton, Colorado with 5 years of industry experience. Mann currently works for Tlg Advisors, Inc. Throughout their career, Mann has worked at The Leaders Group Inc and Fermaentra LLC. Mann maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Colorado. Tlg Advisors, Inc is a business based in Littleton, CO. It has offices in 96 locations and a total of 264 employees. It manages $2 billion in assets under management among its 7,160 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. Of its 7,160 accounts, just 3% are held by high-net-worth individuals who have more than $1 million in assets. The company provides a number of services, including 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. A financial advisor's fee schedules largely depend on which services are provided. Fees charged by Tlg Advisors, Inc most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

26 W. Dry Creek Circle Suite 800
Littleton, CO 80120

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Tlg Advisors, Inc Brokerage Details

Total Assets Under Management

$1,620,548,890

CO Average: $2,349,664,866
Total Number of Employees

264

CO Average: 28
Total Number of Accounts

7,160

CO Average: 1,101
Average Account Size

$226,334

CO Average: $2,134,119

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

Warren Mann Work History

Warren has been registered as a financial advisor for 5 years.*

2016 - Present (8 years)

The Leaders Group Inc

2014 - Present (10 years)

Fermaentra LLC

2013 - 2014 (1 year)

The Leaders Group Inc

*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 Warren Mann 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

Margaret Barrett
Littleton, CO
Warren Mann
Littleton, CO
Patrick Norton
Littleton, CO
Emma Wheeler
Spring, TX
Philip Roberts
Minneapolis, MN
David Ginsberg
Owings Mills, MD
Paul Shepherd
Cleveland, OH
Christopher Diodato
Pittsburgh, PA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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