Matthew
Book

Tlg Advisors, Inc

CRD#6409237
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Matthew Book is a financial advisor who works out of Pittsburgh, Pennsylvania, who has been in the advisory business for 11 years. Book is an employee of Tlg Advisors, Inc. During their career, Book has held roles at The Leaders Group Inc, Monti, Thompson & Getty, Sewickley Hotel, Azul Cantina, Union Bridge Capital and Cantilever Wealth Management LLC. Book maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Pennsylvania. Tlg Advisors, Inc is a registered investment business based in Pittsburgh, Pennsylvania. The firm has offices in 90 locations and a total of 244 people on staff. It administers $1 billion in total assets across its 3,064 customer accounts, making it one of the bigger investment advisory firms in the country by assets under management. Of its 3,064 client accounts, just 5% are associated with high-net-worth clients who have greater than $1 million in assets. The business has a diverse array 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 typically vary depending on which services are offered. However, fees billed by Tlg Advisors, Inc may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 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, Others

Disclosures

No

Office Location

800 Waterfront Drive 3Rd Floor
Pittsburgh, PA 15222

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Tlg Advisors, Inc Brokerage Details

Total Assets Under Management

$1,103,911,030

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

244

PA Average: 28
Total Number of Accounts

3,064

PA Average: 1,101
Average Account Size

$360,284

PA Average: $2,134,119

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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

Matthew Book Work History

Matthew has 11 years of experience.

2018 - Present (5 years)

Union Bridge Capital

2018 - Present (5 years)

Cantilever Wealth Management LLC

2014 - Present (9 years)

The Leaders Group Inc

2014 - 2018 (4 years)

Monti, Thompson & Getty

2014 - 2016 (2 years)

Sewickley Hotel

2011 - 2014 (3 years)

Azul Cantina

Disclosures

Matthew Book has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Tlg Advisors, Inc

Eduardo Valdes
Littleton, CO
Mary Killam
Norfolk, VA
Nathaniel Siegel
Littleton, CO
Janet Nuzman
Littleton, CO
Mary Schaaf
Erie, PA
Reymundo Puga
Boise, ID
David Patton
Littleton, CO
Daniel Barajas
Littleton, CO

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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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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