DBA TANA INVESTMENT ADVISORS

RIASEC Registered

Total AUM

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Avg account

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Employees

Advisory reps

Firm details

Headquarters: SAN FRANCISCO, California
CRD number: 144392
Website: tanainvestment.com
Fee structure: Other
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

DBA Tana Investment Advisors is operated as a sole proprietorship with an individual owner. The firm acts as a registered representative of a broker‑dealer and as an insurance broker while also providing advisory services. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, pension consulting support, selection of other advisers, and educational outreach such as publications and seminars. The firm is identified as a capital allocator and reports a nonstandard fee arrangement ("Other"). It is not identified as an active ESG investor, does not operate as a multistate adviser, and is not listed as a newly formed or related adviser.