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TENON FINANCIAL
TENON FINANCIAL LLC
CRD 305581 · SEC 801-128567
10 STATION PLACE, SUITE 9, METUCHEN, NJ, 08840, United States
Phone
732-902-0066
Fax
732-902-0028
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$316.0M
Discretionary AUM
$316.0M
Team
3 total employees; 3 advisory reps
Clients
51-100
Fees
Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $3.1M |
| High net worth individuals | 95 | $312.8M |
| Charitable organizations | 1 | $99K |
States served
CA, IL, LA, MA, NJ, NC, PA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD