The Tidal Group, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
22
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 is individually owned. Public-facing data classifies the firm as unclassified and provides limited detail about its service lines or client segments. The firm is not identified as a capital allocator, does not list active ESG investing as part of its approach, and is not described as a pension consultant or as related to another adviser. It is also not designated as a multi-state adviser and is not flagged as newly formed. Available records do not include a breakdown of advisory activities, fee structure, or the types of clients served, so the firm’s specific investment processes and target client profiles are not documented in the source material.

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 22
  • Dennis Reyna

    Registered RepresentativeCRD 5486827

  • Tim Engberg

    RepresentativeCRD 1418373

  • Lee Novikoff

    Lee Novikoff

    Director And PresidentCRD 2684973

Unlock 19 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