TLS ADVISORY SERVICES, INC.
  • TLS ADVISORY SERVICES, INC.

Adviser Profile

As of Date 08/07/2024
Registration status Terminated
ADV Location TOWSON, MD, United States
Contact Info 410 xxxxxxx
Websites
AUM* 154,594,658
of that, discretionary 0
Number of Employees 3 200%
of those in investment advisory functions -100%
Private Fund GAV* 0
Avg Account Size 189,222
% High Net Worth 23.79%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

157M 134M 112M 90M 67M 45M 22M
2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser LESKO SECURITIES, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM728.5m #Funds-
Adviser SHOPE ADVISORS GROUP Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM65.6m #Funds-
Adviser BW & ASSOCIATES, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM692.8m #Funds-
Adviser BILL SPALDING WEALTH MANAGEMENT Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM117.0m #Funds-
Adviser SKYBOUND WEALTH USA Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM166.5m #Funds-
Adviser JRF ASSET ADVISORS, LLC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM186.7m #Funds-
Adviser ELEVATE WEALTH ADVISORY, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM385.5m #Funds-
Adviser LEGACY PLANNING ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM234.0m #Funds-
Adviser WINTERS FINANCIAL GROUP, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM252.3m #Funds-
Adviser DBA SEASIDE FINANCIAL & INSURANCE SERVICES Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM81.2m #Funds-