TIP Group LLC

Overview

TIP Group LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on advising individuals and families, offering financial planning, discretionary portfolio management for individuals and small businesses, and selection of other advisers (manager selection). Its fee model includes both asset‑based fees and fixed fees. The ADV indicates the firm acts as a capital allocator and maintains an industry affiliation with an insurance company. The filing also lists state registrations in Florida, Louisiana and Texas. TIP Group does not describe itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices