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 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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 164201 |
SEC# | 801-76857 |
Assets Managed by Firm | $5,574,754,331 |
No. of Clients | 711 |
No. of Advisors | 41 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 711 | $5,574,754,331 |
Individuals (other than high net worth individuals) | 161 | $26,908,617 |
High net worth individuals | 69 | $165,408,692 |
Pension and profit sharing plans | 87 | $543,590,696 |
Charitable organizations | 3 | $18,271,342 |
Other investment advisers | 5 | $585,215,532 |
Corporations or other businesses | 7 | $4,296,574 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797 | $262,082,656,098 | 19 | 209 |
$247,790,348,025 | 316065 | 4071 | |
$128,675,520,784 | 272 | 483 | |
$32,032,395,000 | 361 | 62 | |
$25,569,711,808 | 27 | 12 |
Explore More Retirement Advisors in Milwaukee, Wisconsin