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Building 2TILSON FINANCIAL GROUP INC

Map pinNEW PROVIDENCE, NJ
Phone908-561-6203
NotebookSEC #801-64633
Total AUM
$750.6M
Employees
9
Clients
440

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
98 FLORAL AVENUE
SUITE 103
NEW PROVIDENCE
NJ 07974
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
908-561-6203
Other Offices
3

ReceiptFinancials

Total AUM
$750.6M
Accounts
1,755
Discretionary
$489.4M
Accounts
947
Non-Discretionary
$261.1M
Accounts
808

ContactClients

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Individual Clients
230
AUM
$145.6M
HNW Individual Clients
180
AUM
$513.9M
Pension/Profit Sharing Plan Clients
24
AUM
$72.9M
Charitable Organization Clients
1
AUM
$743.1K
Corporation or Business Clients
5
AUM
$17.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTDEFLMANHNJNYPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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