TIFIN GIVE

2440 Junction Place
Suite 300
Boulder, Colorado 80301
Tel: 800-807-4066

About TIFIN GIVE

TIFIN GIVE, formally registered with the SEC as TIFIN GIVE. The firm was established in 12/13/2021. They have over 2 offices throughout the country.

TIFIN GIVE is a Boulder, Colorado based Financial Planning firm with nearly $2,712,668 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 24 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	313261
SEC#	801-121587
Assets Managed by Firm	$2,712,668
No. of Clients	5
No. of Advisors	24

Fee Structure

Fixed fees
Other (MANAGEMENT FEES (A PORTION OF EACH UNDERLYING DAF'S AUM))

Advisory Services Provided

Portfolio management for businesses or institutional clients
Other (MODEL SERVICE PROVIDER)

Firm Client Information

	No. of Clients	AUM
Firm Total	5	$2,712,668

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