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Home > Retirement Planners > california > san diego > TIDEMARK, LLC
TIDEMARK, LLC
5405 Morehouse Dr.
Suite 345
San Diego, California 92121
Tel: 888-791-0197
About TIDEMARK, LLC
TIDEMARK, LLC, formally registered with the SEC as TIDEMARK, LLC. The firm was established in 09/20/2023. They have over 1 offices throughout the country.
TIDEMARK, LLC is a San Diego, California based Financial Planning firm with nearly $344,558,488 assets under management, offering retirement planning & investment advisory services to 1567 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 327611 |
| SEC# | 801-128758 |
| Assets Managed by Firm | $344,558,488 |
| No. of Clients | 1567 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1567 | $344,558,488 |
| Individuals (other than high net worth individuals) | 722 | $122,839,553 |
| High net worth individuals | 229 | $213,709,320 |
| Pension and profit sharing plans | 8 | $3,285,993 |
| Charitable organizations | 6 | $3,905,874 |
| Corporations or other businesses | 3 | $817,748 |
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