CRD: 110890
Tilson Financial Group INC
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- Custodian
- Axos · Charles Schwab & Company · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-10-2003
- Office Locations
- 4
Office Locations
About Tilson Financial Group INC
Tilson Financial Group is an independent, fiduciary advisory firm providing holistic financial planning and ongoing investment management. The team builds and maintains personalized portfolios based on clients’ short- and long-term goals and supports major life transitions, including its Senior Planning 360° offering. Portfolios show heavy ETF usage, and the firm works with custodians including Charles Schwab and Company and runs on Black Diamond.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ROBERT TILSON
Founder, Senior Advisor
- CRD
- #1685948
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ANTHONY P LUPO
--
- CRD
- #5857657
JUDITH F LUTZY
Financial Planner
- CRD
- #1933790
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $489,437,360 | $516,829 |
| Non-Discretionary | $261,112,656 | $323,159 |
| Total | $750,550,016 | $427,664 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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