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TIDEMARK, LLC
SAN DIEGO, CA
888-791-0197
SEC #801-128758Total AUM
$462.5M
Employees
12Clients
873Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5405 MOREHOUSE DR.
SUITE 345
SAN DIEGO
CA 92121
United States
SUITE 345
SAN DIEGO
CA 92121
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
888-791-0197
Financials
Total AUM
$462.5M
Accounts
1,163Discretionary
$458.4M
Accounts
1,153Non-Discretionary
$4.1M
Accounts
10
Clients
Individual Clients
623AUM
$150M
HNW Individual Clients
226AUM
$301.7M
Pension/Profit Sharing Plan Clients
9AUM
$4.3M
Charitable Organization Clients
10AUM
$5.5M
Corporation or Business Clients
5AUM
$957.9K
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLGAIDNHNVPATXWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.