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 operates as an independent registered investment advisor (RIA) focused on providing financial planning services and portfolio management for individuals and small businesses. The firm caters primarily to individual and family clients, employing a fee structure that includes a percentage of assets under management (AUM) as well as fixed fees. Tannhauser Financial does not engage in capital allocation or serve as a pension consultant, and it does not have an active focus on environmental, social, and governance (ESG) investing.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities97%
- Cash & Cash Equivalents3%
Contacts
1 of 1SEAN 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
Similar firms
PTM WEALTH MANAGEMENT, LLC
RIANORTH WALES, PA
BIRD FINANCIAL GROUP LLC
RIAPHILADELPHIA, PA
WEALTH MORE ENTERPRISE, INC.
RIAPHILADELPHIA, PA
BARGELD FINANCIAL
RIAMEDIA, PA
LEGACY ADVISORY GROUP, INC.
RIAHERMITAGE, PA
1ST FINANCIAL INVESTMENT, INC.
RIACLARKS SUMMIT, PA