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TILSON FINANCIAL GROUP INC

dba TILSON FINANCIAL GROUP INC · CRD 110890 · Registered Investment Adviser

TILSON FINANCIAL GROUP INC is a Registered Investment Adviser headquartered in NEW PROVIDENCE, NJ. The firm reports $750,550,016 in regulatory assets under management across 1,755 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$489,437,360
Non-discretionary$261,112,656
Total RAUM$750,550,016
Accounts1,755

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 110890. adviserinfo.sec.gov/firm/summary/110890.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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