Felix Pollmann
Investment adviser representative at Tlg Advisors, Inc.
11 yearsExperience
2 statesRegistered in
$2.3BFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Tlg Advisors, Inc.Jun 2026 to now
- The Leaders Group dba Simplicity InvestmentsOct 2025 to now
- GideonJul 2025 to now
- EarthplaceJun 2023 to Aug 2023
- DeloitteJun 2022 to Aug 2022
- Uc BerkeleyJun 2021 to Jun 2025
- EarthplaceJun 2021 to Aug 2021
- Williams TradingJun 2019 to Jul 2019
- Staples High SchoolJun 2017 to Jun 2021
- Bedford Middle SchoolJun 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, NY).
Tlg Advisors, Inc.
$2.3BAssets managed
5,161Clients
298Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8144433
- Firm CRD
- 111052