Overview
Assets Under Management: $11.3 billion
Headquarters: MILWAUKEE, WI
High-Net-Worth Clients: 19
Average Client Assets: $2.4 million
Frequently Asked Questions
TIDAL INVESTMENTS 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 #164201), TIDAL INVESTMENTS LLC is subject to fiduciary duty under federal law.
TIDAL INVESTMENTS LLC is headquartered in MILWAUKEE, WI.
TIDAL INVESTMENTS LLC serves 19 high-net-worth clients according to their SEC filing dated March 31, 2024. View client details ↓
According to their SEC Form ADV, TIDAL INVESTMENTS LLC offers financial planning, portfolio management for individuals, portfolio management for businesses, pension consulting services, and selection of other advisors. View all service details ↓
TIDAL INVESTMENTS LLC manages $11.3 billion in client assets according to their SEC filing dated March 31, 2024.
According to their SEC Form ADV, TIDAL INVESTMENTS LLC serves high-net-worth individuals, businesses, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 19
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 0.40%
Average Client Assets: $2.4 million
Total Client Accounts: 373
Discretionary Accounts: 341
Non-Discretionary Accounts: 32
Regulatory Filings
CRD Number: 164201
Filing ID: 1830183
Last Filing Date: 2024-03-31 15:21:00