Tiedemann & Associates Investment Advisors, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 128873
- Website
- www.tiedemanncpa.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI87.95%
- Individuals11.33%
- Charitable Organizations0.72%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Tiedemann & Associates Investment Advisors, Inc. is a corporation operating as an independent registered investment adviser. The firm serves both individual and family clients as well as institutional relationships, and its advisory scope emphasizes financial planning and portfolio management for individuals and small businesses. Its fee model combines asset-based fees and hourly billing. Tiedemann & Associates does not position itself as a capital allocator or an ESG-focused manager, and it is not presented as a multi-state or newly formed adviser. The firm has an industry affiliation with an accountant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Exchange Traded Equities11%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Henry Tiedemann
PresidentCRD 4626664
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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