TIDAL INVESTMENTS LLC

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

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 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.

Firm Information

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

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Pesnsion consulting services
Selection for other advisors
Other (CONSULTING SERVICES TO OTHER INVESTMENT ADVISERS OR INVESTMENT MANAGEMENT COMPANIES)

Firm Client Information

	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

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