The Tidal Group, Inc.

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
21
Avg account
$0

Firm details

Headquarters
Schertz, Texas
CRD number
39782
Registered since
March 19, 1996

Firm profile

FINTRX

Overview

The Tidal Group, Inc. is organized as a corporation and has been SEC-registered since 1996. Public records identify the ownership as individual-held and list the firm’s regulatory classification as unclassified. Filings indicate the firm does not act as a capital allocator, is not a multi-state adviser, does not self-identify as an active ESG investor, and is not a pension consultant, related adviser, or newly formed adviser. The firm has not disclosed core operational details in the source data: there is no description of its client segments, fee schedule, advisory offerings, or specific business activities. That limited disclosure constrains assessment of the firm’s client focus or service model from available records.

Assets & Accounts

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

Contacts

3 of 21
  • Craig Teplitz

    RepresentativeCRD 4925729

  • Brian Knight

    Brian Knight

    Investment AnalystCRD 3109424

  • Dennis Reyna

    Financial Advisor and Registered RepresentativeCRD 5486827

Unlock 18 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Schertz, TX

Guadalupe

Location

Schertz, TX

Headquartered in Schertz, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.

Metro area
San Antonio-New Braunfels-Pearsall, TX
Region
South
County
Guadalupe
Address
5501 Mid Cities Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth