234 West Florida Street
Suite 203
Milwaukee, Wisconsin 53204
Tel: 844-986-7700
TIDAL INVESTMENTS LLC, formally registered with the SEC as TIDAL INVESTMENTS LLC. The firm was established in 07/20/2012. They have over 2 offices throughout the country.
TIDAL INVESTMENTS LLC is a Milwaukee, Wisconsin based Financial Planning firm with nearly $11,334,422,677 assets under management, offering retirement planning & investment advisory services to 373 clients. The firm is staffed with 52 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 164201 |
SEC# | 801-76857 |
Assets Managed by Firm | $11,334,422,677 |
No. of Clients | 373 |
No. of Advisors | 52 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 373 | $11,334,422,677 |
Individuals (other than high net worth individuals) | 81 | $15,246,533 |
High net worth individuals | 19 | $45,156,259 |
Pension and profit sharing plans | 40 | $39,976,473 |
Charitable organizations | 7 | $28,535,717 |
Other investment advisers | Fewer than 5 clients | $617,945,780 |
Corporations or other businesses | Fewer than 5 clients | $1,977,044 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$287,514,955,453 | 331500 | 4069 | |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797 | $281,345,911,200 | 25 | 260 |
$151,331,807,781 | 259 | 503 | |
$35,460,961,000 | 350 | 64 | |
$28,558,864,166 | 31 | 14 |
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