Tilson Financial Group Inc
● SEC registered since 2005CRD 110890SEC# 801-64633New Providence, NJ
Reg. AUM
$750.6M
Employees
9
Accounts
1,755
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 $750.6 million in regulatory assets under management and employs 9 people.
Tilson Financial Group Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert Tilson Control | President/Chief Compliance Officer | Over 75% | 1994 |
Frequently asked questions
How much does Tilson Financial Group Inc manage?
Tilson Financial Group Inc reports $750.6 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
| Address | 98 Floral Avenue, Suite 103, New Providence, NJ 07974 |
| Phone | 908-561-6203 |
| Fax | 908-462-6040 |
| Office hours | 9a.m.-5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$750.6M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$750.6Mregulatory AUM
Discretionary $489.4MNon-discretionary $261.1M