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Andrew Perez

TLG Advisors, Inc.

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About Andrew Perez

Andrew Perez is an Investment Advisor Representative with TLG Advisors, Inc. Andrew has a Series 65 license and has been in the industry since 2013. Andrew's experience includes working at FAU, Service Finance Co LLC, CPB Bookkeeping & Accounting, ESG Ins Solutions, and Mandel Family Office. Andrew specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. TLG Advisors, Inc. is a registered investment advisor with the SEC and has offices in Littleton, CO and Boca Raton, FL.

Firm Information

Andrew Perez is currently registered with TLG Advisors, Inc.. TLG Advisors, Inc. is a Littleton, CO-based investment advisor with $1 billion to $10 billion in assets under management. The firm offers portfolio management, financial planning, and pension consulting to individuals, corporations, pension funds, and charitable organizations. TLG Advisors, Inc. also provides placement services for institutional funds and other investment advisory services. The firm has over 260 registered representatives and advisors serving clients nationwide.
TLG Advisors, Inc.

26 WEST DRY CREEK CIRCLE

LITTLETON, CO 80120

$1.66B

Assets Under Management

38

Total Clients

257

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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placement of institutional funds

Placement of institutional funds

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Perez’s Registration & Firm History

FL

12/23/2023 - Present

TLG Advisors, Inc. (Boca Raton FL)

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Licenses & Designations

IA

Issued 12/17/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Perez.
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