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Maura Dawn Mandell

TLG Advisors, Inc.

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About Maura Dawn Mandell

Maura Mandell is an investment advisor representative at TLG Advisors, Inc. Maura has been working in the financial industry since 1996 and is registered with FINRA as well as the state of New York. Maura specializes in providing investment advice to high-net-worth individuals, pension and profit sharing plans, corporations, and other businesses. Maura offers financial planning, portfolio management, and placement of institutional funds.

Firm Information

Maura Mandell 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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Maura Mandell’s Registration & Firm History

CO

01/04/2023 - Present

TLG Advisors, Inc. (LITTLETON CO)

NY

03/04/1996 - 09/16/1997

SCHONFELD SECURITIES INC. (JERICHO NY)

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Licenses & Designations

IA

Issued 05/23/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/22/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/21/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Maura Dawn Mandell.
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