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TILLMAN HARTLEY LLC
7900 E Union Ave
Suite 1100
Denver, Colorado 80237
Tel: 352-335-9015
About TILLMAN HARTLEY LLC
TILLMAN HARTLEY LLC, formally registered with the SEC as TILLMAN HARTLEY LLC. The firm was established in 08/20/1999. They have over 5 offices throughout the country.
TILLMAN HARTLEY LLC is a Denver, Colorado based Financial Planning firm with nearly $569,548,000 assets under management, offering retirement planning & investment advisory services to 258 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 109479 |
| SEC# | 801-56787 |
| Assets Managed by Firm | $569,548,000 |
| No. of Clients | 258 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 258 | $569,548,000 |
| Individuals (other than high net worth individuals) | 8 | $3,918,000 |
| High net worth individuals | 35 | $477,965,000 |
| Charitable organizations | 6 | $87,665,000 |
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