TIP Group LLC

Overview

TIP Group LLC is an independent, individual-owned registered investment adviser that works primarily with individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and makes use of outside managers through a selection-of-advisers approach. Its billing mixes asset-based fees with fixed-fee engagements. The firm is not identified as an active ESG investor and is not registered as a multi-state adviser in the available record. The FINTRX snapshot also notes an industry affiliation with an insurance company and identifies TIP Group as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices