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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 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 StatusApproved
Firm CRD#164201
SEC#801-76857
Assets Managed by Firm$11,334,422,677
No. of Clients373
No. of Advisors52

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 ClientsAUM
Firm Total373$11,334,422,677
Individuals (other than high net worth individuals)81$15,246,533
High net worth individuals19$45,156,259
Pension and profit sharing plans40$39,976,473
Charitable organizations7$28,535,717
Other investment advisersFewer than 5 clients$617,945,780
Corporations or other businessesFewer than 5 clients$1,977,044

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