TIEMANN INVESTMENT ADVISORS, LLC

RIASEC RegisteredEst. 2005
Total AUM
$341M
Discretionary
$341M
100% of AUM
Avg account
$1.2M
Accounts
295
Employees
2
Advisory reps
2

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

FINTRX

Overview

Tiemann Investment Advisors, LLC is a privately owned investment adviser organized as an LLC and registered with the SEC since 2005. The firm focuses on portfolio management for individuals and small businesses and also produces periodic publications or newsletters. Its client base is primarily individual and family investors and it charges clients on a percentage-of-assets-under-management basis. Tiemann does not position itself as an ESG-focused manager, is not set up as a multi-state or pension consultant, and does not report affiliations with a larger related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 50%, Public Funds/Mutual Funds 37%, Cash & Cash Equivalents 5%, US Government Bonds 4%, State & Local Bonds 2%, Investment Grade Corp Bonds 2%50%
  • 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

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 62

Active vs passive

$125M in ETFs

Passive

86%

$107M

Active

14%

$17.4M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE US AGGREGATE BOND ETF (AGG)BlackRockPassiveIntermediate Core Bond$20.9M210,90816.81%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth