Tilson Financial Group Inc.

Tilson Financial Group Inc. (CRD# 110890) is a financial advisory firm headquartered in New Providence, NJ. They manage $579,905,080 in 1,664 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
98 Floral Avenue, Suite 103, New Providence, NJ 07974
https://tropeanomcgrady.com/
By the Numbers
  • Total Assets Under Management
    580
    MILLION
  • Total Number of Accounts
    1,664
    ACCOUNTS
  • Average Account Value
    $348,501
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, DE, FL, MA, NH, NJ, NY, PA, SC, TX, VA

Financial Advisors at Tilson Financial Group Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Judith Lutzy, financial advisor West Orange NJ
Judith F. Lutzy
CRD#: 1933790
West Orange, NJ

Judith Lutzy (CRD# 1933790) is an Investment Advisor Representative working at Tilson Financial Group Inc. in West Orange, NJ and has over 34 years of experience in the finance industry.

2
Michael McGrady, financial advisor Whitehouse Station NJ
Michael F. McGrady
CRD#: 4272977
109 Main St, Po Box 541, Whitehouse Station, NJ 08889

Michael McGrady (CRD# 4272977) is an Investment Advisor Representative working at Tilson Financial Group Inc. in Whitehouse Station, NJ and has over 23 years of experience in the finance industry.

3
John Prokop, financial advisor New Providence NJ
John T. Prokop
CRD#: 2586657
98 Floral Avenue, Suite 103, New Providence, NJ 07974

John Prokop (CRD# 2586657) is an Investment Advisor Representative working at Tilson Financial Group Inc. in New Providence, NJ and has over 25 years of experience in the finance industry.

4
Robert Tilson, financial advisor New Providence NJ
Robert Tilson
CRD#: 1685948
98 Floral Avenue, Suite 103, New Providence, NJ 07974

Robert Tilson (CRD# 1685948) is an Investment Advisor Representative working at Tilson Financial Group Inc. in New Providence, NJ and has over 36 years of experience in the finance industry.

5
Robert Tilson, financial advisor New Providence NJ
Robert S. Tilson
CRD#: 5690828
98 Floral Avenue, Suite 103, New Providence, NJ 07974

Robert Tilson (CRD# 5690828) is an Investment Advisor Representative working at Tilson Financial Group Inc. in New Providence, NJ and has over 9 years of experience in the finance industry.

6
Leo Tropeano, financial advisor Whitehouse Station NJ
Leo Tropeano
CRD#: 4096062
109 Main St, Po Box 541, Whitehouse Station, NJ 08889

Leo Tropeano (CRD# 4096062) is an Investment Advisor Representative working at Tilson Financial Group Inc. in Whitehouse Station, NJ and has over 23 years of experience in the finance industry.

7
Anthony Lupo, financial advisor New Providence NJ
Anthony P. Lupo
CRD#: 5857657
98 Floral Avenue, Suite 103, New Providence, NJ 07974

Anthony Lupo (CRD# 5857657) is an Investment Advisor Representative working at Tilson Financial Group Inc. in New Providence, NJ and has 1 year 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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