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Tenon Financial LLC

● SEC registered since 2023CRD 305581SEC# 801-128567Metuchen, NJ
Export (members)
Reg. AUM
$316M
Employees
3
Accounts
460
Location
Metuchen, NJ

Tenon Financial LLC assets under management

Tenon Financial LLC is an investment advisory firm registered with the SEC based in Metuchen, NJ. The firm has been registered since 2023. It reports $316 million in regulatory assets under management and employs 3 people.

Tenon Financial LLC owners & executives

1 reported
NameTitleOwnershipSince
Andrew David Panko ControlOwner, And Chief Compliance OfficerOver 75%2019

Frequently asked questions

How much does Tenon Financial LLC manage?

Tenon Financial LLC reports $316 million in regulatory assets under management on its Form ADV.

How many employees does Tenon Financial LLC have?

Tenon Financial LLC reports 3 employees.

Where is Tenon Financial LLC located?

Tenon Financial LLC is based in Metuchen, NJ and has been SEC-registered since 2023.

Does Tenon Financial LLC disclose fund performance?

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

Contact & registration

Address10 Station Place, Suite 9, Metuchen, NJ 08840
Phone732-902-0066
Fax732-902-0028
Office hoursBy Appointment Only
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$316M▲ 52%
Jan '25 — $208.3MFeb '25 — $208.3MMar '25 — $208.3MApr '25 — $208.3MMay '25 — $208.3MJun '25 — $208.3MJul '25 — $208.3MAug '25 — $208.3MSep '25 — $208.3MOct '25 — $208.3MNov '25 — $208.3MDec '25 — $208.3MJan '26 — $316MFeb '26 — $316MMar '26 — $316MApr '26 — $316MMay '26 — $316MJun '26 — $316M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers

Assets under management

$316Mregulatory AUM
Discretionary $316M