TIP Group LLC

Overview

TIP Group LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and positions itself as a capital allocator and adviser — providing financial planning, portfolio management for individuals and small businesses, and the selection of other advisers when clients need access to external managers or specialty strategies. Compensation is a mix of percentage-of-AUM and fixed fees. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser or pension consultant. It maintains an affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices