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Tilson Financial Group Inc

● SEC registered since 2005CRD 110890SEC# 801-64633New Providence, NJ
Export (members)
Reg. AUM
$640.2M
Employees
9
Accounts
1,698
Location
New Providence, NJ

Tilson Financial Group Inc assets under management

Tilson Financial Group Inc operates as an SEC-registered investment adviser based in New Providence, NJ. The firm has been registered since 2005. It reports $640.2 million in regulatory assets under management and employs 9 people.
login.bdreporting.com/auth/tilson/signinView on SEC.gov ↗

Tilson Financial Group Inc owners & executives

1 reported
NameTitleOwnershipSince
Robert Tilson ControlPresident/Chief Compliance OfficerOver 75%1994

Frequently asked questions

How much does Tilson Financial Group Inc manage?

Tilson Financial Group Inc reports $640.2 million in regulatory assets under management on its Form ADV.

How many employees does Tilson Financial Group Inc have?

Tilson Financial Group Inc reports 9 employees.

Where is Tilson Financial Group Inc located?

Tilson Financial Group Inc is based in New Providence, NJ and has been SEC-registered since 2005.

Does Tilson Financial Group Inc disclose fund performance?

Tilson Financial Group Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address98 Floral Avenue, Suite 103, New Providence, NJ 07974
Phone908-561-6203
Fax908-462-6040
Office hours9a.m.-5p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$409.4M
Non-discretionary$230.8M
Total (RAUM)$640.2M