TILSON FINANCIAL GROUP INC

98 Floral Avenue
Suite 103
New Providence, New Jersey 07974
Tel: 908-561-6203

About TILSON FINANCIAL GROUP INC

TILSON FINANCIAL GROUP INC, formally registered with the SEC as TILSON FINANCIAL GROUP INC. The firm was established in 08/26/2005. They have over 4 offices throughout the country.

TILSON FINANCIAL GROUP INC is a New Providence, New Jersey based Financial Planning firm with nearly $579,905,080 assets under management, offering retirement planning & investment advisory services to 1664 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110890
SEC#	801-64633
Assets Managed by Firm	$579,905,080
No. of Clients	1664
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1664	$579,905,080
Individuals (other than high net worth individuals)	229	$111,233,686
High net worth individuals	170	$404,396,477
Pension and profit sharing plans	21	$50,697,066
Charitable organizations	Fewer than 5 clients	$688,902
Corporations or other businesses	Fewer than 5 clients	$12,888,949

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PGIM, INC. 655 Broad St. Newark, NJ, 07102	$1,014,741,753,029	1021	1705
UBS FINANCIAL SERVICES INC. 1200 Harbor Boulevard Weehawken, NJ, 07086	$702,387,082,915	1093486	12701
MANAGED ACCOUNT ADVISORS LLC 101 Hudson Street Jersey City, NJ, 07302	$691,908,159,462	1840565	61
METLIFE INVESTMENT MANAGEMENT, LLC One Metlife Way Whippany, NJ, 07981	$499,516,358,508	637	925
BLACKROCK INVESTMENT MANAGEMENT, LLC 1 University Square Drive Princeton, NJ, 08540	$458,191,510,749	46332	1483

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