Tiller Private Wealth, Inc.

RIASEC Registered

Total AUM

$730M

Discretionary

$730M

100% of AUM

Avg account

$518K

Accounts

1,409

Employees

Advisory reps

Firm details

Headquarters: Bethlehem, Pennsylvania
CRD number: 111268
Registered since: November 27, 1996
Website: youngsag.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI90.17%
Individuals8.36%
Charitable Organizations1.47%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Tiller Private Wealth, Inc. is an independent registered investment adviser that has been SEC-registered since 1996. The firm is organized as a corporation with individual ownership and positions itself as a capital allocator serving both high-net-worth individuals and families as well as institutional clients. Its advisory services include financial planning, portfolio management for individuals/small businesses and for business or institutional clients, and the selection of outside advisers. Tiller charges fees on a percentage-of-AUM basis and also uses fixed fees for some engagements. The firm does not identify as an active ESG investor and lists a non-pension, non-family-office business mix focused on discretionary portfolio management and manager selection.