Tilson Financial Group Inc.

Tilson Financial Group Inc. (CRD# 110890) is a financial advisory firm headquartered in New Providence, NJ. They manage $421,850,290 in 1,260 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    422
    MILLION
  • Total Number of Accounts
    1,260
    ACCOUNTS
  • Average Account Value
    $334,802
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
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, FL, MA, NJ, NY, PA, SC, TX, VA

Financial Advisors at Tilson Financial Group Inc.
Showing 1 - 6 of 6 top financial advisors.
1
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 31 years of experience in the finance industry. Judith Lutzy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
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 20 years of experience in the finance industry. Michael McGrady has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
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 22 years of experience in the finance industry. John Prokop has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
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 32 years of experience in the finance industry. Robert Tilson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
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 6 years of experience in the finance industry. Robert Tilson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
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 20 years of experience in the finance industry.

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