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, privately owned registered investment adviser that has been operating since the mid-1990s. The firm acts as a capital allocator for both individual and institutional clients, providing financial planning and portfolio management for individuals, small businesses and institutions, as well as selecting third‑party advisers. Its fee model combines AUM-based charges with fixed fees. The firm does not characterize itself 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 2LINDA 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 48Active vs passive
$317M in ETFs
92%
$292M
8%
$25.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF (IXUS) | BlackRock | Passive | Foreign Large Blend | $54.1M | 624,614 | 17.07% |
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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