Riede, Tiffany

RIASEC Registered
Total AUM
$21.5M
Discretionary
$21.5M
100% of AUM
Avg account
$21.5M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
334253
Fee structure
Fixed Fees
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 55%, US Government Bonds 45%55%
  • Exchange Traded Equities55%
  • US Government Bonds45%

Owners & executives

1 of 1
  • Tiffany Riede

    Chief Compliance OfficerCRD 4655981

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth