Tillman Hartley LLC

Investment Advisor
in Mill Valley, CA

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About this Advisor

Robert Goldman is a financial advisor based in Mill Valley, California, who has been in the advisory business for 42 years. Goldman is an employee of Tillman Hartley LLC. They have worked at Tillman Hartley Llc for their complete career. Goldman maintains a Series 63 license, certifying them as a securities representative, and is able to operate in California. Tillman Hartley LLC is a firm that has its headquarters in Mill Valley, California. It has offices in four locations and just five employees. It oversees $605 million in assets under management across its 245 accounts, making it one of the larger firms in the country by assets under management. The firm provides financial advice to seven charitable organizations. Of its 245 client accounts, 73% belong to high-net-worth clients who have at least $1 million in assets. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fees typically depend on the type of services offered. However, fees charged by Tillman Hartley LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years of Experience

42 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees



Office Location

Mill Valley, CA

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Tillman Hartley LLC Brokerage Details

Total Assets Under Management


CA Average: $730,596,643
Total Number of Employees


CA Average: 15
Total Number of Accounts


CA Average: 968
Average Account Size


CA Average: $754,749

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Robert Goldman Work History

Robert has 42 years of experience.

1980 - Present (43 years)

Goldman & Associates


Robert Goldman has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Tillman Hartley LLC

Benjamin Cannon
Nashville, TN
Kevin Schwall
Nashville, TN
Gary Lutes
Nashville, TN
Michael Tillman
Nashville, TN
Robert Goldman
Mill Valley, CA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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