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 registered investment adviser that has been SEC-registered since 2005 and is owned by an individual. The firm serves both individual/family and institutional clients and functions as a capital allocator — providing portfolio management, financial planning, and selection of third‑party advisers. Fee arrangements include asset‑based fees as well as hourly and fixed fees. Advisory services disclosed include financial planning, portfolio management for individuals and small businesses, and selection/oversight of other managers. The firm reports an industry affiliation with an accountant and does not characterize 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 8
Robert Tilson
Certified Financial PlannerCRD 5690828
Leo Tropeano
Investment Advisory RepresentativeCRD 4096062
Michael Mcgrady
Investment Advisory RepresentativeCRD 4272977
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 78Active vs passive
$402M in ETFs
46%
$184M
42%
$218M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD CORE BOND ETF (VCRB) | Vanguard | Active | Intermediate Core Bond | $45.2M | 585,536 | 11.25% |
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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