SA
CFP
SA
CFP

Salim Admon

20 Years of Experience
Summit, NJ
1 DisclosureBrokerSells Insurance

Salim Admon is a CFP-designated registered investment advisor at Tlg Advisors, INC., based in Summit, NJ, with 20 years of industry experience. Salim operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning. Their firm serves 6,138 clients with $1.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
311 advisors
Number of Clients
6,138 clients
Average Client Portfolio
$317K average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

TLG Advisors is compensated for services based on the value of your portfolio. Advisory fees generally range from 0.80% to 1.75% per year. There may be additional transaction, custody, money manager, or platform fees charged by outside managers and custodians. Fees may be negotiable, and accounts may be aggregated by household to discount fees.

Fees for Starlight Portfolios range from 0.55% to 1.15% to TLG Advisors, plus 0.10% to Advisor Engine, the technology platform provider.

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Location

475 Springfield Ave, Summit, NJ, 07901

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
June 1997
Final Disposition
Other Business ActivitiesSells Insurance

Salim works as a financial planner, in sales, investment-related activities, and the insurance business, dedicating full-time hours to it. He is also an IAR Rep with TLG Advisors Inc, but spends no time on this activity.

Employment History
Current Registrations
Tlg Advisors, INC.
February 2023 - Present · 3 yrs 3 mos
The Leaders Group, INC.
January 2023 - Present · 3 yrs 4 mos
The Leaders Group, INC.Broker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
MML Investors Services, LLC
March 2015 - January 2023 · 7 yrs 10 mos
MML Investors Services, LLCBroker
December 2014 - January 2023 · 8 yrs 1 mo
Northwestern Mutual Investment Services,llc
December 2005 - November 2014 · 8 yrs 11 mos
Northwestern Mutual Investment Services, LLCBroker
October 2005 - November 2014 · 9 yrs 1 mo
State Registrations7 states
AZCACTKYNYSDTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Salim Admon - Financial Advisor | TrueAdvisor