TILLMAN HARTLEY LLC
Firm details
- Headquarters
- DENVER, Colorado
- CRD number
- 109479
- Registered since
- August 20, 1999
- Website
- www.tillmanhartley.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI85.51%
- Charitable Organizations13.62%
- Individuals0.87%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Tillman Hartley LLC is an independent, SEC-registered registered investment adviser organized as an LLC and in operation since 1999. The firm serves both individual and family clients as well as institutional clients and describes itself as a capital allocator that also provides financial planning, discretionary portfolio management for individuals and small businesses, and selection of third‑party advisers. Its fees are charged as a percentage of assets under management and via fixed fees. The firm’s snapshot indicates it does not identify as an active ESG investor, is not classified as a pension consultant or related adviser, and is not listed as a newly formed or multi‑state adviser.
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
- Exchange Traded Equities49%
- Public Funds/Mutual Funds43%
- State & Local Bonds3%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Owners & executives
1 of 1KEVIN SCHWALL
Chief Executive OfficerCRD 5606521
Contacts
3 of 3BENJAMIN CANNON
PartnerCRD 6373834
GARY LUTES
PartnerCRD 5907559
MICHAEL LAMBERT
PartnerCRD 4496136
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 62Active vs passive
$386M in ETFs
21%
$80.6M
79%
$305M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $63.5M | 1,632,831 | 16.45% |
Location
DENVER, CO
DENVER
Location
DENVER, CO
Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- DENVER
- Address
- 7900 E Union Ave
- Time zone
- MT (UTC-7)
- Office locations
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