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 advisor organized as an LLC and SEC-registered in 2023. The firm serves both individual and family clients as well as some institutional relationships, focusing on financial planning and portfolio management for individuals and small businesses. Tenon charges fixed fees and does not position itself as a capital allocator; it lists an accountant among its industry affiliations. The firm is not an active ESG investor and is not designated as a multi-state adviser in the source data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 3ANDREW 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 40Active vs passive
$246M in ETFs
99%
$244M
1%
$1.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $59.4M | 99,412 | 24.17% |
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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