$94.3M Total AUM
$94.3M Disc. AUM
-- 3Y CAGR
1 Employees
44 ADV. Clients
25 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-10-2000
- Office Locations
- 1
Office Locations
510 Boston Post Road Weston MA
About Tilton Asset Management
Tilton Asset Management is a Weston-based RIA. The firm has been operating for 25 years. Managing $94.3M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
-- AVG AGE
$94.3M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
21.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
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Investment Vehicles
Available
Platform
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Services
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Owner & Executives
D
DANIEL G TILTON
Advisor, Chief Executive Officer, President
- CRD
- #4802270
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $94,293,616 | -- |
| Non-Discretionary | $0 | -- |
| Total | $94,293,616 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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