Tilson Financial Group Inc

RIASEC RegisteredEst. 2005

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, SEC‑registered Registered Investment Adviser (since 2005) operated as a corporation and owned by an individual. The firm acts as a capital allocator for a mixed client base made up of individuals and families as well as institutional clients. Compensation arrangements include a percentage of assets under management plus hourly and fixed‑fee engagements. Advisory services emphasize financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of third‑party advisers. Filings show a clear preference for exchange‑traded equities as the primary asset class, and the firm does not position itself as an active ESG investor. An accounting affiliation is listed among its industry relationships.