Tillman Hartley LLC

RIASEC Registered

Total AUM

$746M

Discretionary

$730M

98% of AUM

Avg account

$2.5M

Accounts

302

Employees

Advisory reps

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

FINTRX

Overview

Tillman Hartley LLC is an independent, individually owned registered investment advisor that has been SEC-registered since 1999. The firm serves both high-net-worth individuals and families as well as institutional clients, operating primarily on percentage-of-AUM and fixed-fee arrangements. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and the selection and oversight of third-party advisers. As a capital allocator, Tillman Hartley directs client capital into external managers across multiple alternative strategies. The firm is not marked as an active ESG investor. Its business model mixes advisory oversight with the use of external fund managers to implement portions of client portfolios.