Tillman Hartley LLC

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Assets, Funds, Holdings

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Tillman Hartley LLC
CRD #109479
SEC #801-56787
CIK #0001966355
AUM $609.3 M (2025-03-28)
Employees 5 (60% Investors, 0% Brokers)
Phone352-335-9015
Address7900 E Union Ave
Denver, CO 80237
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
70056042028014002000200820172026
Sector Form 13F Holdings Value ($M)
Microsoft Corp 3.8
 
 
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
4003202401608002023202420252026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 8 4.5
(b) Individuals (high net worth individuals) 35 514.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 6 90.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 273 609.3
By Discretionary
Discretionary 273 609.3
Non-Discretionary 0 0.0
Total 273 609.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 609.3
Total 273 609.3
EDGAR Form CIK 2011 - 2025
13F-HR [0001966355]
Comparable Firms State AUM ($B)
Arbor Trust Wealth Advisors LLC
MI 0.6
Swisspartners Advisors AG
0.6
Vantage Wealth
CA 0.6
Manske Wealth Management LLC
TX 0.6
E & G Advisors LP
TX 0.6
Flagship Wealth Advisors LLC
MA 0.6
AAF Wealth Management LLC
MA 0.6
Central Valley Advisors LLC
CA 0.6
Oliver Lagore Vanvalin Investment Group Inc
MI 0.6
Optima Asset Management Inc
TX 0.6
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