The Tidal Group, Inc.

Broker-DealerFINRA MemberEst. 1996
Total AUM
—
Advisory reps
21
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 registered with the SEC since 1996. The firm is owned by an individual and is categorized in the FINTRX profile as "Unclassified." The available profile indicates the firm does not identify as a capital allocator, is not an active ESG investor, is not registered as a multistate adviser, and does not list pension consulting or related-adviser relationships. FINTRX does not provide details on the firm's client segments, fee schedules, specific business activities, or advisory services.

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 21
  • Dennis Reyna

    Registered RepresentativeCRD 5486827

  • Tim Engberg

    RepresentativeCRD 1418373

  • Lee Novikoff

    Lee Novikoff

    Director And PresidentCRD 2684973

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Wealth teams

FINTRX

Newly hired reps

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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