AP
AP

Andrew Perez

1 Year of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
282 advisors
Number of Clients
6,138 clients
Average Client Portfolio
$317K average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:$25K
Loading...

Location

475 Springfield Ave, Suite 1, Summit, NJ, 07901

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Andrew works as an analyst and assists the president at Mandel Family Office since January 2023, spending full-time hours on this activity. This includes insurance business activities.

Employment History
Current Registrations
Tlg Advisors, INC.
December 2023 - Present · 2 yrs 2 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.