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TIDAL INVESTMENTS LLC

234 West Florida Street
Suite 203
Milwaukee, Wisconsin 53204
Tel: 844-986-7700

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About TIDAL INVESTMENTS LLC

TIDAL INVESTMENTS LLC, formally registered with the SEC as TIDAL INVESTMENTS LLC. The firm was established in 07/20/2012. They have over 3 offices throughout the country.

TIDAL INVESTMENTS LLC is a Milwaukee, Wisconsin based Financial Planning firm with nearly $5,574,754,331 assets under management, offering retirement planning & investment advisory services to 711 clients. The firm is staffed with 41 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#164201
SEC#801-76857
Assets Managed by Firm$5,574,754,331
No. of Clients711
No. of Advisors41

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total711$5,574,754,331
Individuals (other than high net worth individuals)161$26,908,617
High net worth individuals69$165,408,692
Pension and profit sharing plans87$543,590,696
Charitable organizations3$18,271,342
Other investment advisers5$585,215,532
Corporations or other businesses7$4,296,574

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