Riede, Tiffany
Firm details
- Headquarters
- ,
- CRD number
- 334253
- Fee structure
- Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Riede, Tiffany operates as a small, client-focused advisory practice run by Tiffany Riede as a sole proprietor. The firm’s stated activity is discretionary portfolio management for individuals and small businesses, using a fixed-fee model rather than percentage-based billing. Client scope is individual and family households; the adviser does not present itself as an ESG-focused manager, is not registered as a multi-state adviser, and does not appear to operate as a capital allocator or pension consultant. Investment posture is equity-oriented: filings identify a clear preference for exchange-traded equities as the primary building block of managed portfolios. With a single-client, single-account footprint, the practice behaves like a bespoke advisor managing concentrated capital — offering flexibility to implement tax-aware trading, customized equity exposures, and tailor-made portfolio constructions typical of small, discretionary boutiques.
Assets & Accounts
Public Holdings
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- US Government Bonds45%
Owners & executives
1 of 1Tiffany Riede
Chief Compliance OfficerCRD 4655981
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Swanson River Capital Management LLC
RIACompass Financial Advisors, LLC
RIACorrigit Capital Group
RIAPasadena, CA
R1 Financial Group
RIADallas, TX