Tenon Financial
Firm details
- Headquarters
- Metuchen, New Jersey
- CRD number
- 305581
- Registered since
- August 11, 2023
- Website
- tenonfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Fixed Fees
- Client types
- HNWI98.97%
- Individuals0.99%
- Charitable Organizations0.03%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Tenon Financial is an independent registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm serves both individuals and families as well as institutional clients, focusing on financial planning and discretionary portfolio management for individuals and small businesses. Tenon operates on a fixed-fee basis and reports an ownership structure tied to an individual owner. The firm does not identify as an active ESG investor and lists an industry affiliation with an accountant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities77%
- US Government Bonds12%
- Public Funds/Mutual Funds10%
- Other1%
Contacts
3 of 3
Andrew Panko
Owner and Financial PlannerCRD 5226800
Brad Flood
Financial PlannerCRD 8089011
Michelle Wu
Financial PlannerCRD 4847193
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$299M in ETFs
99%
$297M
1%
$2.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $74.1M | 107,907 | 24.75% |
Location
Metuchen, NJ
Middlesex
Location
Metuchen, NJ
Headquartered in Metuchen, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Middlesex
- Address
- 10 Station Pl
- Time zone
- ET (UTC-5)
- Office locations
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