The Tilted Funds Group, LLC

The Tilted Funds Group, LLC (CRD# 141537) is a financial advisory firm headquartered in Cupertino, CA. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
20400 Stevens Creek Blvd Ste 700, Cupertino, CA 95014
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at The Tilted Funds Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Karen Landry, financial advisor Cupertino CA
Karen J. Landry
CRD#: 1961856
20400 Stevens Creek Blvd Ste 700, Cupertino, CA 95014

Karen Landry (CRD# 1961856) is an Investment Advisor Representative working at The Tilted Funds Group, LLC in Cupertino, CA and has over 32 years of experience in the finance industry.

2
Adam McAfee, financial advisor Los Altos CA
Adam M. McAfee
CRD#: 1931619
Los Altos, CA

Adam McAfee (CRD# 1931619) is an Investment Advisor Representative working at The Tilted Funds Group, LLC in Los Altos, CA and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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