Tiemann Investment Advisors, LLC
Firm details
- Headquarters
- Menlo Park, California
- CRD number
- 125360
- Registered since
- May 6, 2005
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI94.69%
- Individuals5.2%
- Charitable Organizations0.1%
- Services
- Portfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Tiemann Investment Advisors, LLC is an independent registered investment adviser organized as an LLC and first registered with the SEC in 2005. The firm is owner-operated and concentrates on serving individual and family clients, using a percentage-of-AUM fee model. Its advisory offerings emphasize portfolio management for individuals and small businesses and include publication of periodicals or newsletters as part of its client communications. The adviser is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities50%
- Public Funds/Mutual Funds37%
- Cash & Cash Equivalents5%
- US Government Bonds4%
- State & Local Bonds2%
Owners & executives
1 of 1
Jonathan Tiemann
President, Chief Investment OfficerCRD 2154218
Contacts
1 of 1
Valerie Gardner
Co-Founder and PrincipalCRD 4671630
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 63Active vs passive
$133M in ETFs
86%
$115M
14%
$18.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | BlackRock | Passive | Intermediate Core Bond | $22M | 222,133 | 16.53% |
Location
Menlo Park, CA
San Mateo
Location
Menlo Park, CA
Headquartered in Menlo Park, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Mateo
- Address
- 750 Menlo Ave
- Time zone
- PT (UTC-8)
- Office locations
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