Tgl Ag (Lucerne)

Name: Tgl Ag
Address: 15, Sempacherstrasse, Lucerne, 6002
Telephone: +41 41 410 67 54

Tgl Ag is an adviser based in Lucerne. It manages $6.47 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2019.

Tgl Ag provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Tgl Ag: assets under management

The assets under management (AUM) of Tgl Ag is $6.47 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $6.47 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.24 million each.

Investments

The firm invests in exchange traded securities the most. They account for 56% of the total AUM. The second-largest asset type is investment grade corporate bonds, which make up 16% of the firm’s portfolio. Investments in cash and cash equivalents form 13% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Tgl Ag for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Tgl Ag

The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Bruno Martin Reichmuth	Chief executive officer	1 Oct 2009	75% - 100%	7085720

Based in Lucerne

The principal office where Tgl Ag performs its advisory services is located at 15, Sempacherstrasse, Lucerne, 6002, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number +41 41 410 67 54. The normal business hours are 7 am - 6 pm on Monday - Friday. You can find more information about the New York firm at tgl.ch/.