|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Tilson Financial Group Inc
✚
|
|
|---|---|
| CRD # | 110890 |
| SEC # | 801-64633 |
| CIK # | 0001964820 |
| AUM | $640.2 M (2025-03-19) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 908-561-6203 |
| Address | 98 Floral Avenue New Providence, NJ 07974 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($k) | |
|---|---|---|---|
| Trebia Acquisition Corp | 8.6 | ||
| Exxon Mobil Corp | 3.7 | ||
| United Parcel Service Inc | 2.3 | ||
| Apple Inc | 1.6 | ||
| Microsoft Corp | 1.3 | ||
| Public Service Enterprise Group Inc | 1.2 | ||
| Holdings by Sector ($k) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 236 | 125.9 |
| (b) Individuals (high net worth individuals) | 176 | 438.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 23 | 59.6 |
| (h) Charitable organizations | 0 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 15.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,698 | 640.2 |
| By Discretionary | ||
| Discretionary | 861 | 409.4 |
| Non-Discretionary | 837 | 230.8 |
| Total | 1,698 | 640.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 640.2 | |
| Total | 1,698 | 640.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001964820] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Alexander Investment Services Co
✚
|
KY | 0.6 |
|
Sivia Capital Partners LLC
✚
|
CA | 0.6 |
|
Tucker Asset Management LLC
✚
|
CO | 0.6 |
|
Oneascent Investment Solutions LLC
✚
|
AL | 0.6 |
|
Boone Wealth Advisors LLC
✚
|
WA | 0.6 |
|
Allium Financial Advisors LLC
✚
|
OR | 0.6 |
|
Financial Partners Group LLC
✚
|
TN | 0.6 |
|
Dodds Wealth LLC
✚
|
CO | 0.6 |
|
Sierra Summit Advisors LLC
✚
|
0.6 | |
|
Gradient Capital Advisors LLC
✚
|
CA | 0.6 |