Tenon Financial

Tenon Financial (CRD# 305581) is a financial advisory firm headquartered in Metuchen, NJ. They manage $130,931,084 in 279 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
406 Main Street, Suite 23, Metuchen, NJ 08840
https://www.tenonfinancial.com
By the Numbers
  • Total Assets Under Management
    131
    MILLION
  • Total Number of Accounts
    279
    ACCOUNTS
  • Average Account Value
    $469,287
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, LA, NC, NH, NJ, TX

Financial Advisors at Tenon Financial
Showing 1 - 2 of 2 top financial advisors.
1
Andrew Panko, financial advisor Metuchen NJ
Andrew D. Panko
CRD#: 5226800
406 Main Street, Suite 23, Metuchen, NJ 08840

Andrew Panko (CRD# 5226800) is an Investment Advisor Representative working at Tenon Financial in Metuchen, NJ and has over 12 years of experience in the finance industry.

2
Michelle Wu, financial advisor Metuchen NJ
Michelle Wu
CRD#: 4847193
406 Main Street, Suite 23, Metuchen, NJ 08840

Michelle Wu (CRD# 4847193) is an Investment Advisor Representative working at Tenon Financial in Metuchen, NJ and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals