Riede, Tiffany
Firm details
- Headquarters
- ,
- CRD number
- 334253
- Fee structure
- Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Tiffany Riede operates a sole-proprietorship registered as an independent registered investment adviser that focuses on portfolio management for individuals and small businesses. The practice serves individual and family clients and charges a fixed-fee advisory model rather than asset-based or performance fees. The firm is not organized as a capital allocator and does not identify as an active ESG investor. The adviser is single-owner and not structured as a multi-state or related adviser. Advisory activity is concentrated on discretionary portfolio management for private clients rather than institutional or retirement-plan consulting.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
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