Tenon Financial

RIASEC Registered
Total AUM
$316M
Discretionary
$316M
100% of AUM
Avg account
$687K
Accounts
460
Employees
3
Advisory reps
3

Firm details

Headquarters
Metuchen, New Jersey
CRD number
305581
Registered since
August 11, 2023
Website
tenonfinancial.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Fixed Fees
Client types
  • HNWI98.97%
  • Individuals0.99%
  • Charitable Organizations0.03%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Tenon Financial is an independent, LLC-structured registered investment adviser that registered with the SEC in 2023. The firm serves both individual and family clients and institutional relationships, focusing on financial planning and portfolio management for individuals and small businesses. Its pricing model is fixed fees rather than asset-based or performance-based fees. Tenon does not present itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 77%, US Government Bonds 12%, Public Funds/Mutual Funds 10%, Other 1%77%
  • Exchange Traded Equities77%
  • US Government Bonds12%
  • Public Funds/Mutual Funds10%
  • Other1%

Contacts

3 of 3
  • Andrew Panko

    Andrew Panko

    Owner and Financial PlannerCRD 5226800

  • Michelle Wu

    Michelle Wu

    Financial PlannerCRD 4847193

  • Brad Flood

    Brad Flood

    Financial PlannerCRD 8089011

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 48

Active vs passive

$315M in ETFs

Passive

99%

$314M

Active

1%

$1.9M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD S&P 500 ETF (VOO)VanguardPassiveLarge Blend$79.4M113,26825.16%
Unlock additional holdings →

Location

Primary office

Metuchen, NJ

Middlesex

Location

Metuchen, NJ

Headquartered in Metuchen, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Middlesex
Address
10 Station Pl
Time zone
ET (UTC-5)
Office locations

Similar firms

Investment Partners Asset Management

RIA

Metuchen, NJ

AUM $333MTEAM 6REPS 8

Byron Place Capital Management, LLC

RIA

Metuchen, NJ

AUM $48.4MTEAM 2REPS 2

Salvus Wealth Management, LLC

RIA

Red Bank, NJ

AUM $316MTEAM 7REPS 8

Redwood Wealth Management Group, LLC

RIA

Medford, NJ

AUM $317MTEAM 4REPS 1

Covington & Associates, Inc.

RIA

Westfield, NJ

AUM $308MTEAM 3REPS 3

EKS Associates

RIA

Princeton, NJ

AUM $324MTEAM 3REPS 4
More RIAs in Metuchen →All New Jersey RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth