Overview
Assets Under Management: $105 million
Headquarters: SANTA FE, NM
High-Net-Worth Clients: 34
Average Client Assets: $1.7 million
Frequently Asked Questions
TEMBION CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #160788), TEMBION CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
TEMBION CAPITAL MANAGEMENT, LLC is headquartered in SANTA FE, NM.
TEMBION CAPITAL MANAGEMENT, LLC serves 34 high-net-worth clients according to their SEC filing dated March 28, 2018. View client details ↓
According to their SEC Form ADV, TEMBION CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
TEMBION CAPITAL MANAGEMENT, LLC manages $105 million in client assets according to their SEC filing dated March 28, 2018.
According to their SEC Form ADV, TEMBION CAPITAL MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 34
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.00%
Average Client Assets: $1.7 million
Total Client Accounts: 176
Discretionary Accounts: 176
Regulatory Filings
CRD Number: 160788
Filing ID: 1188745
Last Filing Date: 2018-03-28 18:08:00