Judith F Lutzy
Investment adviser representative at Tilson Financial Group Inc
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$750.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- American Portfolios Financial Services IncJun 2012 to now
- Tilson Financial Group, Inc.Nov 2010 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Tilson Financial Group Inc
$750.6MAssets managed
439Clients
8Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1933790
- Firm CRD
- 110890