TILSON FINANCIAL GROUP INC
CRD #110890 SEC #801-64633 NEW PROVIDENCE, NJ 908-561-6203
SEC Registered
Total AUM
$640.2M
Discretionary
$409.4M
Employees
9
Clients
251
Accounts
1,698
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $640.2M | $409.4M | $230.8M | 9 | 4 |
| Mar 2025 | $640.2M | $409.4M | $230.8M | 9 | 4 |
| Mar 2024 | $579.9M | $362.6M | $217.3M | 10 | 0 |
| Oct 2023 | $503.7M | $310.5M | $193.1M | 10 | 3 |
| Mar 2023 | $503.7M | $310.5M | $193.1M | 10 | 3 |
| Feb 2023 | $503.7M | $310.5M | $193.1M | 10 | 3 |
| Mar 2022 | $567.7M | $331.2M | $236.5M | 10 | 4 |
| Apr 2021 | $483.1M | $268.4M | $214.8M | 10 | 8 |
| Apr 2021 | $483.1M | $268.4M | $214.8M | 10 | 8 |
| Apr 2021 | $483.1M | $268.4M | $214.8M | 10 | 8 |
| Mar 2021 | $483.1M | $268.4M | $214.8M | 10 | 8 |
| Dec 2020 | $421.9M | $229.1M | $192.7M | 10 | 9 |
| Dec 2020 | $421.9M | $229.1M | $192.7M | 10 | 9 |
| Oct 2020 | $421.9M | $229.1M | $192.7M | 10 | 9 |
| Jun 2020 | $421.9M | $229.1M | $192.7M | 10 | 9 |
| Apr 2020 | $421.9M | $229.1M | $192.7M | 10 | 9 |
| Mar 2019 | $358.2M | $191.4M | $166.8M | 12 | 5 |
| Mar 2018 | $391.8M | $192M | $199.8M | 11 | 3 |
| Mar 2017 | $359.1M | $172.9M | $186.2M | 11 | 400 |
| Mar 2016 | $328.6M | $155.4M | $173.1M | 10 | 300 |
| Mar 2015 | $321M | $143.2M | $177.9M | 11 | 300 |
| Mar 2014 | $296.7M | $172.7M | $124M | 11 | 300 |
| Mar 2013 | $242.3M | $136.9M | $105.3M | 11 | 300 |
| Mar 2012 | $205.8M | $181.8M | $24M | 11 | 300 |
| May 2011 | $220.4M | $96.3M | $124.1M | -- | -- |
| Apr 2011 | $220.4M | $96.3M | $124.1M | -- | -- |
| Mar 2011 | $220.4M | $96.3M | $124.1M | -- | -- |
| Oct 2010 | $168.1M | $70.3M | $97.8M | 10 | -- |
| Mar 2009 | $156.3M | $0 | $156.3M | 10 | -- |
| Apr 2007 | $145M | $0 | $145M | 10 | -- |
| Mar 2006 | $95.6M | $0 | $95.6M | 10 | -- |
DateAug 2025
Total AUM$640.2M
Discretionary$409.4M
Non-Disc.$230.8M
Employees9
Clients4
DateMar 2025
Total AUM$640.2M
Discretionary$409.4M
Non-Disc.$230.8M
Employees9
Clients4
DateMar 2024
Total AUM$579.9M
Discretionary$362.6M
Non-Disc.$217.3M
Employees10
Clients0
DateOct 2023
Total AUM$503.7M
Discretionary$310.5M
Non-Disc.$193.1M
Employees10
Clients3
DateMar 2023
Total AUM$503.7M
Discretionary$310.5M
Non-Disc.$193.1M
Employees10
Clients3
DateFeb 2023
Total AUM$503.7M
Discretionary$310.5M
Non-Disc.$193.1M
Employees10
Clients3
DateMar 2022
Total AUM$567.7M
Discretionary$331.2M
Non-Disc.$236.5M
Employees10
Clients4
DateApr 2021
Total AUM$483.1M
Discretionary$268.4M
Non-Disc.$214.8M
Employees10
Clients8
DateApr 2021
Total AUM$483.1M
Discretionary$268.4M
Non-Disc.$214.8M
Employees10
Clients8
DateApr 2021
Total AUM$483.1M
Discretionary$268.4M
Non-Disc.$214.8M
Employees10
Clients8
DateMar 2021
Total AUM$483.1M
Discretionary$268.4M
Non-Disc.$214.8M
Employees10
Clients8
DateDec 2020
Total AUM$421.9M
Discretionary$229.1M
Non-Disc.$192.7M
Employees10
Clients9
DateDec 2020
Total AUM$421.9M
Discretionary$229.1M
Non-Disc.$192.7M
Employees10
Clients9
DateOct 2020
Total AUM$421.9M
Discretionary$229.1M
Non-Disc.$192.7M
Employees10
Clients9
DateJun 2020
Total AUM$421.9M
Discretionary$229.1M
Non-Disc.$192.7M
Employees10
Clients9
DateApr 2020
Total AUM$421.9M
Discretionary$229.1M
Non-Disc.$192.7M
Employees10
Clients9
DateMar 2019
Total AUM$358.2M
Discretionary$191.4M
Non-Disc.$166.8M
Employees12
Clients5
DateMar 2018
Total AUM$391.8M
Discretionary$192M
Non-Disc.$199.8M
Employees11
Clients3
DateMar 2017
Total AUM$359.1M
Discretionary$172.9M
Non-Disc.$186.2M
Employees11
Clients400
DateMar 2016
Total AUM$328.6M
Discretionary$155.4M
Non-Disc.$173.1M
Employees10
Clients300
DateMar 2015
Total AUM$321M
Discretionary$143.2M
Non-Disc.$177.9M
Employees11
Clients300
DateMar 2014
Total AUM$296.7M
Discretionary$172.7M
Non-Disc.$124M
Employees11
Clients300
DateMar 2013
Total AUM$242.3M
Discretionary$136.9M
Non-Disc.$105.3M
Employees11
Clients300
DateMar 2012
Total AUM$205.8M
Discretionary$181.8M
Non-Disc.$24M
Employees11
Clients300
DateMay 2011
Total AUM$220.4M
Discretionary$96.3M
Non-Disc.$124.1M
Employees--
Clients--
DateApr 2011
Total AUM$220.4M
Discretionary$96.3M
Non-Disc.$124.1M
Employees--
Clients--
DateMar 2011
Total AUM$220.4M
Discretionary$96.3M
Non-Disc.$124.1M
Employees--
Clients--
DateOct 2010
Total AUM$168.1M
Discretionary$70.3M
Non-Disc.$97.8M
Employees10
Clients--
DateMar 2009
Total AUM$156.3M
Discretionary$0
Non-Disc.$156.3M
Employees10
Clients--
DateApr 2007
Total AUM$145M
Discretionary$0
Non-Disc.$145M
Employees10
Clients--
DateMar 2006
Total AUM$95.6M
Discretionary$0
Non-Disc.$95.6M
Employees10
Clients--