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TIDEMARK, LLC

Tel: 888-791-0197
5405 Morehouse Dr.
Suite 345
San Diego, California  92121

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TIDEMARK, LLC

TIDEMARK, LLC is a San Diego, California based financial advisory firm with nearly $344,558,488 in assets under management and provides investment advisory services for 1567 clients. There are currently 8 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Other (CONSULTING)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

327611

SEC#:

801-128758

No. of Clients:

1567

Assets under Management

$344,558,488

No. of Advisors:

8

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