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TILSON FINANCIAL GROUP INC
CRD 110890 · SEC 801-64633
98 FLORAL AVENUE, SUITE 103, NEW PROVIDENCE, NJ, 07974, United States
Phone
908-561-6203
Fax
908-462-6040
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$750.6M
Discretionary AUM
$489.4M
Team
9 total employees; 7 advisory reps; 1 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 230 | $145.6M |
| High net worth individuals | 180 | $513.9M |
| Pension/profit sharing plans | 24 | $72.9M |
| Corporations/business entities | 5 | $17.4M |
States served
CA, DE, MA, NJ, NY, PA, SC, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD