Tannhauser Financial LLC
Firm details
- Headquarters
- North Wales, Pennsylvania
- CRD number
- 304485
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Tannhauser Financial LLC is a small, independently owned registered investment adviser organized as an LLC that serves individual and family clients, as well as small-business portfolios. The firm provides financial planning and portfolio management services and charges clients either a percentage of assets under management or fixed fees. The adviser is not positioned as a capital allocator or a multi-state firm, and it does not report an ESG-investing focus. An industry linkage listed for the firm is a Futures Commission Merchant affiliation.
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 Equities97%
- Cash & Cash Equivalents3%
Contacts
1 of 1
Sean Wieland
PrincipalCRD 5930180
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
North Wales, PA
Montgomery
Location
North Wales, PA
Headquartered in North Wales, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 223 S 2nd St
- Time zone
- ET (UTC-5)
- Office locations
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