The Tidal Group, Inc.

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
20
Avg account
$0

Firm details

Headquarters
Schertz, Texas
CRD number
39782
Registered since
March 19, 1996

Firm profile

FINTRX

Overview

The Tidal Group, Inc. is organized as a corporation and has been SEC-registered since 1996. Ownership is listed as individual, and the firm's classification is recorded as unclassified in the source dataset. The profile in FINTRX flags the firm as not being a capital allocator and not an active ESG investor. It is also not listed as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. FINTRX does not supply details on the firm's client segments, specific advisory activities, or lines of business, so public-facing descriptions of strategy, target clients, or service offerings are not available in the dataset.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 20
  • Craig Teplitz

    RepresentativeCRD 4925729

  • Brian Knight

    Brian Knight

    Investment AnalystCRD 3109424

  • Joshua Rider

    Joshua Rider

    RepresentativeCRD 8043627

Unlock 17 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Schertz, TX

Guadalupe

Location

Schertz, TX

Headquartered in Schertz, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.

Metro area
San Antonio-New Braunfels-Pearsall, TX
Region
South
County
Guadalupe
Address
5501 Mid Cities Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth