TLS ADVISORY SERVICES, INC.
CRD #121747 SEC #801-123550 TOWSON, MD 410-825-1295
SEC Registered
Total AUM
$154.6M
Discretionary
$0
Employees
3
Clients
0
Accounts
817
Firm Details
- Organization Type
- Corporation
- State of Formation
- Maryland
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 9, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Schmidt, Elizabeth, Pauline | I | VICE PRESIDENT; CCO; TRUSTEE OF THOMAS L. SCHMIDT IRREVOCABLE TRUST | NA | Control |
| SCHMIDT, THOMAS, LOUIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDT, THOMAS, LOUIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDT, THOMAS, LOUIS | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| THE THOMAS L. SCHMIDT IRREVOCABLE TRUST | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Schmidt, Elizabeth, Pauline | I | THE THOMAS L. SCHMIDT IRREVOCABLE TRUST | E | Control |
Registrations
Federal
IA
Jul 9, 2024 REGISTERED
Notice Filings (1)
MD
Address
920 PROVIDENCE ROADSUITE 203
TOWSON, MD 21286-2977
United States
Phone: 410-825-1295