Investment adviser · CRD 121747
TLS ADVISORY SERVICES, INC.
Investment adviser filing (IA)
TOWSON, MD, United States · Form ADV filed Jul 9, 2024
- Regulatory AUM
- $155M Form ADV · Item 5.F
- Client accounts
- 817 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 0 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 54 | $96,596,329 | 62.5% |
| Individuals | 172 | $57,768,380 | 37.4% |
| Charities | Fewer than 5 | $229,949 | 0.1% |
Filing source
Form ADV 1886538 · Jul 9, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 9, 2024. View historical filings
Reported services
Not reported in these imported fields
Compensation
Percentage of assets · Hourly · Fixed
Principal office
920 PROVIDENCE ROAD, SUITE 203TOWSON, MD, 21286-2977, United States
CRD 121747
Filing source
Form ADV 1886538 · Jul 9, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.