Tilson Financial Group Inc

RIASEC Registered

Total AUM

$751M

Discretionary

$489M

65% of AUM

Avg account

$428K

Accounts

1,755

Employees

Advisory reps

Firm details

Headquarters: New Providence, New Jersey
CRD number: 110890
Registered since: August 26, 2005
Website: www.tilsonfinancial.com
Custodians: CHARLES SCHWAB & CO., INC., SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI68.47%
Individuals19.4%
Pension & Profit Sharing Plans9.71%
Corporations / Businesses2.32%
Charitable Organizations0.1%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Tilson Financial Group Inc is an independent registered investment adviser operating as a corporation and owned by an individual. The firm is SEC-registered (2005) and serves both individual/family and institutional clients. Its advisory scope emphasizes financial planning, portfolio management for individuals and small businesses, pension consulting services and the selection of other advisers. Tilson charges clients via a mixture of percentage-of-AUM fees, hourly billing and fixed-fee arrangements, and it functions as a capital allocator that places client capital with third-party managers when appropriate. The firm does not describe itself as an active ESG investor.