Riede, Tiffany

RIASEC Registered
Total AUM
$21.5M
Discretionary
$21.5M
100% of AUM
Avg account
$21.5M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
334253
Fee structure
Fixed Fees
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Tiffany Riede operates a sole-proprietorship registered as an independent registered investment adviser that focuses on portfolio management for individuals and small businesses. The practice serves individual and family clients and charges a fixed-fee advisory model rather than asset-based or performance fees. The firm is not organized as a capital allocator and does not identify as an active ESG investor. The adviser is single-owner and not structured as a multi-state or related adviser. Advisory activity is concentrated on discretionary portfolio management for private clients rather than institutional or retirement-plan consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 55%, US Government Bonds 45%55%
  • Exchange Traded Equities55%
  • US Government Bonds45%

Owners & executives

1 of 1
  • Tiffany Riede

    Chief Compliance OfficerCRD 4655981

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth