Overview
Assets Under Management: $646 million
Headquarters: BETHLEHEM, PA
High-Net-Worth Clients: 171
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 171
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.78
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,146
Discretionary Accounts: 1,146
Regulatory Filings
CRD Number: 111268
Last Filing Date: 2025-03-03 00:00:00
Website: https://tillerpw.com