Overview
Assets Under Management: $208 million
Headquarters: METUCHEN, NJ
High-Net-Worth Clients: 65
Average Client Assets: $3 million
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