The Tilted Funds Group, LLC

The Tilted Funds Group, LLC (CRD# 141537) is a financial advisory firm headquartered in , . They manage $305,000 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $61,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at The Tilted Funds Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Satya Chillara
CRD#: 4507534
Cupertino, CA
93
Wealthminder
score

Satya Chillara (CRD# 4507534) is an Investment Advisor Representative working at The Tilted Funds Group, LLC in Cupertino, CA and has over 6 years of experience in the finance industry.

2
Karen J. Landry
CRD#: 1961856
Cupertino, CA
93
Wealthminder
score

Karen Landry (CRD# 1961856) is an Investment Advisor Representative working at The Tilted Funds Group, LLC in Cupertino, CA and has over 24 years of experience in the finance industry.

3
Adam M. McAfee
CRD#: 1931619
Los Altos, CA
93
Wealthminder
score

Adam McAfee (CRD# 1931619) is an Investment Advisor Representative working at The Tilted Funds Group, LLC in Los Altos, CA and has over 25 years of experience in the finance industry.

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