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Home > Retirement Planners > new jersey > metuchen > TENON FINANCIAL
TENON FINANCIAL
406 Main Street
Suite 23
Metuchen, New Jersey 08840
Tel: 732-902-0066
About TENON FINANCIAL
TENON FINANCIAL, formally registered with the SEC as TENON FINANCIAL. The firm was established in 08/11/2023. They have over 1 offices throughout the country.
TENON FINANCIAL is a Metuchen, New Jersey based Financial Planning firm with nearly $208,315,421 assets under management, offering retirement planning & investment advisory services to 362 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 305581 |
| SEC# | 801-128567 |
| Assets Managed by Firm | $208,315,421 |
| No. of Clients | 362 |
| No. of Advisors | 2 |
Fee Structure
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 362 | $208,315,421 |
| Individuals (other than high net worth individuals) | 11 | $9,537,254 |
| High net worth individuals | 65 | $198,686,738 |
| Charitable organizations | 1 | $91,429 |
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