Tlg Advisors, Inc
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About this Advisor
Mary Schaaf is a financial advisor who works in Erie, Pennsylvania with 11 years of relevant experience. Schaaf currently works for Tlg Advisors, Inc. The advisor has gained experience at Erie County, North Coast Brokerage/Capitas Fin'L and The Leaders Group Inc. Schaaf holds 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 firm has offices in 96 locations and a total of 264 people on staff. It controls $2 billion in assets across its 7,160 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. Of its 7,160 client accounts, just 3% belong to high-net-worth investors who have greater than $1 million in investable assets. The advisory firm offers a broad set 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. Financial advisory fees usually vary depending on the type of financial services offered. However, fee types billed by Tlg Advisors, Inc may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
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Tlg Advisors, Inc Brokerage Details
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
Mary Schaaf Work History
Mary has been registered as a financial advisor for 11 years.*
North Coast Brokerage/Capitas Fin'L
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.
Please visit the SEC profile of Mary Schaaf 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
Owings Mills, MD
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 firstname.lastname@example.org.
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