Zorah
Riley

Tlg Advisors, Inc

CRD#3015509
Investment Advisor
in Littleton, CO

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About this Advisor

Zorah Riley is a financial advisor based in Littleton, Colorado, working with Tlg Advisors, Inc. Zorah has previously held positions at The Leaders Group, Inc, Tlg Advisors, Inc, and Lfi Advisory, Inc. Zorah has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, Zorah is part of Tlg Advisors, Inc, which operates out of Littleton, Colorado. 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

Series 63, Series 65

Services Offered

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

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

$1,661,324,827

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

264

CO Average: 28
Total Number of Accounts

5,935

CO Average: 1,101
Average Account Size

$279,920

CO Average: $2,134,119

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

Zorah Riley Work History

2017 - Present (7 years)

Lfi Advisory, Inc

2000 - Present (24 years)

Tlg Advisors, Inc

1998 - Present (26 years)

The Leaders Group, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Zorah Riley 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

Nathaniel Siegel
Littleton, CO
Daniel Barajas
Littleton, CO
Johnathon Smith
Littleton, CO
James Tanksley
Atlanta, GA
Steven Schaumberger
Littleton, CO
Donald Baran
Littleton, CO
Michael Wayda
New Orleans, LA
Catrina Beauchamp
Kingwood, TX

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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