Tlg Advisors, Inc

Investment Advisor
in Austin, TX
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About this Advisor

Harold Cromwell is a financial advisor located in Austin, Texas. Currently an advisor at Tlg Advisors, Inc, Cromwell has 14 years of professional experience. Cromwell has a Series 63 license, designating the advisor as a securities broker. Cromwell is able to operate in Texas. During their career, the advisor has held roles at Usi/Summit Global Partners, Usi Securities, Inc, Principal Life Ins Co, Princor Financial Services Corp, Watkins Insurance Group, Capital Investment Group, Inc and The Leaders Group Inc. Tlg Advisors, Inc is located in Austin, Texas, and has 34 additional offices in the United States. As a company, Tlg Advisors, Inc manages $381 million in assets throughout 1,948 accounts and retains more than 120 people. The level of assets currently under the firm's management makes it one of the bigger firms in the nation. The firm manages 1,115 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. None of the firm's 1,948 clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Tlg Advisors, Inc offers 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. The firm may charge clients asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

14 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



Office Location

3834 Spicewood Springs Suite 100
Austin, TX 78759

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Tlg Advisors, Inc Brokerage Details

Total Assets Under Management


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


TX Average: 28
Total Number of Accounts


TX Average: 1,101
Average Account Size


TX 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

Harold Cromwell Work History

Harold has 14 years of experience.

2017 - Present (2 years)

The Leaders Group Inc

2014 - Present (5 years)

Watkins Insurance Group

2015 - 2017 (2 years)

Capital Investment Group, Inc

2013 - 2015 (2 years)

Principal Life Ins Co

2013 - 2015 (2 years)

Princor Financial Services Corp

2005 - 2013 (8 years)

Usi Securities, Inc

2004 - 2013 (9 years)

Usi/Summit Global Partners


Harold Cromwell has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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