Tiller Private Wealth, Inc.
Firm details
- Headquarters
- Bethlehem, Pennsylvania
- CRD number
- 111268
- Registered since
- November 27, 1996
- Website
- youngsag.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI90.17%
- Individuals8.36%
- Charitable Organizations1.47%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Tiller Private Wealth, Inc. is an independent registered investment adviser that has been SEC-registered since 1996. The firm is owned by an individual and positions itself as a capital allocator that builds client portfolios and selects third‑party managers when appropriate. Its client base includes both individuals/families and institutional entities, and its advisory services encompass financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers. Fees are charged as a percentage of assets under management and via fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Exchange Traded Equities10%
- Investment Grade Corp Bonds7%
- State & Local Bonds3%
- Cash & Cash Equivalents3%
Owners & executives
2 of 2
Linda Yeager
Chief Compliance OfficerCRD 2562917
John Youngs
CEOCRD 4928790
Contacts
3 of 4Webster Youngs
ShareholderCRD 2094814
James Beenders
PartnerCRD 2402877
Matthew Short
Senior Wealth ManagerCRD 6151938
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 50Active vs passive
$376M in ETFs
92%
$347M
8%
$29.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF (IXUS) | BlackRock | Passive | Foreign Large Blend | $59.3M | 621,092 | 15.75% |
Location
Bethlehem, PA
Northampton
Location
Bethlehem, PA
Headquartered in Bethlehem, PA, in the Northeast of the United States.
- Region
- Northeast
- County
- Northampton
- Address
- 1412 Walter St
- Time zone
- ET (UTC-5)
- Office locations
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