TILSON FINANCIAL GROUP INC

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	New Jersey, United States

Employees

Total Number of Employees	10
Investment Advisory/Research	8
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	8
Licensed Agents of an Insurance Company	4
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	788	$362.6M
Non-Discretionary	876	$217.3M
Total	1,664	$579.9M

Clients

Type	Number	RAUM
Individuals	229	$111.2M
HNW Individuals	170	$404.4M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	21	$50.7M
Charitable organizations	<5	$688,902
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	<5	$12.9M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	251-500

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)
Compensation	% of AUMHourly chargesFixed fees

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	11.0M
Portfolio Manager	0
Both for Same	0

Identifiers

SEC RIA File Number	801-64633
SEC ERA File Number	801-64633
SEC CIK Numbers	None
SEC CRD Numbers	110890
Legal Entity Identifier	None

Principal Office

98 FLORAL AVENUE
SUITE 103
NEW PROVIDENCE
NJ
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic