Daniel
Thompson
Tlg Advisors, Inc
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About this Advisor
Daniel Thompson is a financial advisor who works out of Pittsburgh, Pennsylvania with a total of 17 years of industry experience. Thompson is an employee of Tlg Advisors, Inc. Their career trajectory has included roles at The Leaders Group, Inc, Tlg Advisors, Inc, Monti, Thompson & Getty, Union Bridge Capital and Cantilever Wealth Management, LLC. Thompson has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Pennsylvania. Tlg Advisors, Inc is an advisory company that has its headquarters in Littleton, CO. The investment advisory business has offices in 96 locations and a total of 264 financial advisors. It manages $2 billion in assets among its 7,160 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. Of its 7,160 customer accounts, just 3% are held by high-net-worth clients who have more than $1 million in assets available to invest. Tlg Advisors, Inc offers 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. Fees for financial management depend on which service is provided. However, fees billed by Tlg Advisors, Inc most likely consist of 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
Daniel Thompson Work History
Daniel has been registered as a financial advisor for 17 years.*
Union Bridge Capital
Cantilever Wealth Management, LLC
Tlg Advisors, Inc
The Leaders Group, Inc
Monti, Thompson & Getty
*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 Daniel Thompson 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
Littleton, CO
Littleton, CO
Minneapolis, MN
Owings Mills, MD
Cleveland, OH
Littleton, CO
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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