Tillman Hartley LLC is a large advisory firm based in Nashville. It manages $423.07 million of regulatory assets for 220 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Colorado, Delaware, and 4 other states.
Tillman Hartley provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and consulting. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Tillman Hartley LLC is $423.07 million. The firm's AUM has grown by 1369% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Tillman Hartley LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Tillman Hartley is high net worth individuals with 39 clients and $357.99 million of assets under management. Among the 7 most similar advisory firms, Tillman Hartley has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $423.07 million for 55 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Tillman Hartley doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There are 4 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Tillman Hartley LLC performs its advisory services is located at 40 Burton Hills Boulevard, Nashville, TN 37215 The mailing address of the firm is 3208 E Colonial Dr Pmb 308, Orlando, FL 32803 5127. An additional office of the firm is in Gainesville, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 352-335-9015 or by fax 352-376-0026. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at tillmanhartley.com.