Tilli Wealth Management

Tilli Wealth Management (CRD# 314801) is a financial advisory firm headquartered in , . They manage $24,000,000 in 12 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.linkedin.com/in/nick-tilli-cfp%c2%ae-198327b5/
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $2,000,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MN

Financial Advisors at Tilli Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Nicholas Tilli, financial advisor Plymouth MN
Nicholas A. Tilli
CRD#: 5599495
Plymouth, MN

Nicholas Tilli (CRD# 5599495) is an Investment Advisor Representative working at Tilli Wealth Management in Plymouth, MN and has over 15 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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