Elizabeth
Quanaim

Tlg Advisors, Inc

CRD#6997368
Investment Advisor
in Austin, TX

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About this Advisor

Elizabeth Quanaim is a financial advisor based in Austin, Texas with 1 year of industry experience. Quanaim is currently employed by Tlg Advisors, Inc. Quanaim has gained experience at Guardian Life, Orange Theory Fitness, Junior Volleyball Association Of Austin, St. Stephen'S Episcopal School, The University Of Texas At Austin - Intercollegiate Athletics, The University Of Texas - Intercollegiate Athletics, Usa Volleyball, Park Avenue Securities, Sterling Resources LTD and The Leaders Group Inc. Quanaim maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas. Tlg Advisors, Inc is an advisory company operating out of Littleton, CO. The company has offices in 96 locations and a total of 264 employees. It oversees $2 billion in assets across its 7,160 accounts, placing it among the largest firms in the United States by assets under management. Of its 7,160 accounts, just 3% are held by high-net-worth clients who have greater than $1 million in investable assets. The company offers a diverse range of services, such as 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 management fees usually depend on which services the firm provides the client. Fees billed by Tlg Advisors, Inc can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

901 S Mopac Expwy Barton Oaks Plaza Iv, Suite 150
Austin, TX 78746

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Tlg Advisors, Inc Brokerage Details

Total Assets Under Management

$1,620,548,890

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

264

TX Average: 28
Total Number of Accounts

7,160

TX Average: 1,101
Average Account Size

$226,334

TX 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

Elizabeth Quanaim Work History

Elizabeth has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Sterling Resources LTD

2022 - Present (2 years)

The Leaders Group Inc

2018 - Present (6 years)

Guardian Life

2001 - Present (23 years)

Junior Volleyball Association Of Austin

2020 - 2022 (2 years)

Park Avenue Securities

2019 - 2022 (3 years)

St. Stephen'S Episcopal School

2017 - 2018 (1 year)

Orange Theory Fitness

2015 - 2016 (1 year)

The University Of Texas At Austin - Intercollegiate Athletics

2015 - 2022 (7 years)

Usa Volleyball

2010 - 2014 (4 years)

The University Of Texas - Intercollegiate Athletics

*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 Elizabeth Quanaim 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

Emma Wheeler
Spring, TX
Kevyn Bowling
Littleton, CO
Patrick Norton
Littleton, CO
Kyle Ciotti
Detroit, MI
Warren Mann
Littleton, CO
David Ginsberg
Owings Mills, MD
Philip Roberts
Minneapolis, MN
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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