Overview
Assets Under Management: $208 million
Headquarters: METUCHEN, NJ
High-Net-Worth Clients: 65
Average Client Assets: $3 million
Frequently Asked Questions
TENON FINANCIAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #305581), TENON FINANCIAL LLC is subject to fiduciary duty under federal law.
TENON FINANCIAL LLC is headquartered in METUCHEN, NJ.
TENON FINANCIAL LLC serves 65 high-net-worth clients according to their SEC filing dated January 07, 2025. View client details ↓
According to their SEC Form ADV, TENON FINANCIAL LLC offers financial planning and portfolio management for individuals. View all service details ↓
TENON FINANCIAL LLC manages $208 million in client assets according to their SEC filing dated January 07, 2025.
According to their SEC Form ADV, TENON FINANCIAL LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.38
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 362
Discretionary Accounts: 362
Regulatory Filings
CRD Number: 305581
Last Filing Date: 2025-01-07 00:00:00
Website: https://tenonfinancial.com