TILSON FINANCIAL GROUP INC
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
FINTRXOverview
Tilson Financial Group Inc is an independent, SEC-registered registered investment adviser that has been operating since 2005 and is owned by an individual proprietor. The firm serves both individual and family clients as well as institutional accounts and describes itself as a capital allocator that combines financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Its fee arrangements include asset-based fees alongside hourly and fixed-fee engagements. Tilson lists an accounting industry affiliation and does not identify itself as an active ESG investor.
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 Equities60%
- Public Funds/Mutual Funds32%
- Cash & Cash Equivalents5%
- US Government Bonds2%
- State & Local Bonds1%
Contacts
3 of 8ROBERT TILSON
Certified Financial PlannerCRD 5690828
MICHAEL MCGRADY
Investment Advisory RepresentativeCRD 4272977
JUDITH LUTZY
Financial PlannerCRD 1933790
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 73Active vs passive
$366M in ETFs
45%
$166M
43%
$201M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD CORE BOND ETF (VCRB) | Vanguard | Active | Intermediate Core Bond | $43.3M | 559,754 | 11.83% |
Location
NEW PROVIDENCE, NJ
UNION
Location
NEW PROVIDENCE, NJ
Headquartered in NEW PROVIDENCE, 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
- UNION
- Address
- 98 Floral Ave
- Time zone
- ET (UTC-5)
- Office locations
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