T
$811.0K Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
19 yrs Firm Age
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- Custodian
- SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-19-2007
- Office Locations
- 1
Office Locations
20400 Stevens Creek Blvd STE 700 Cupertino CA
About THE Tilted Funds Group, LLC
THE Tilted Funds Group, LLC is a Cupertino-based RIA. The firm has been operating for 19 years. Managing $811.0K in total assets under management, with 1 advisory representatives. They custody assets with SEI.
Team overview
-- AVG AGE
$811.0K AVG AUM / ADVISOR
$162.2K AVG AUM / CLIENT
19.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Services
Available
Owner & Executives
A
ADAM MCCUNE MCAFEE
Managing Member
- CRD
- #1931619
- Ownership
- 75% or more
Available
Available
Available
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KAREN JEAN LANDRY
Managing Director
- CRD
- #1961856
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $811,000 | -- |
| Total | $811,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Total | Available | Available |
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