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⚲
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| Tillman Hartley LLC
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|
|---|---|
| CRD # | 109479 |
| SEC # | 801-56787 |
| CIK # | 0001966355 |
| AUM | $746.3 M (2026-03-30) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 352-335-9015 |
| Address | 7900 E Union Ave Denver, CO 80237 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11 | 6.5 |
| (b) Individuals (high net worth individuals) | 46 | 638.2 |
| (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 | 101.6 |
| (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 | 302 | 746.3 |
| By Discretionary | ||
| Discretionary | 299 | 730.1 |
| Non-Discretionary | 3 | 16.2 |
| Total | 302 | 746.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 746.3 | |
| Total | 302 | 746.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001966355] |
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|---|---|---|
|
Porter White Investment Advisors Inc
✚
|
AL | 0.7 |
|
Fiduciary Family Office LLC
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|
FL | 0.7 |
|
Autumn Glory Partners LLC
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TX | 0.7 |
|
Discipline Wealth Solutions Inc
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SC | 0.7 |
|
Summit Investment Advisory Services LLC
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MN | 0.7 |
|
Running Point Capital Advisors LLC
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CA | 0.7 |
|
Seamount Financial Group Inc
✚
|
CO | 0.7 |
|
Beacon Global Advisor Network LLC
✚
|
GA | 0.7 |
|
Campbell Deegan Wealth Management LLC
✚
|
VA | 0.7 |
|
Carr Financial Group Corporation
✚
|
MA | 0.7 |