THE TIDAL GROUP, INC.

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
20
Avg account
$0

Firm details

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

Firm profile

FINTRX

Assets & Accounts

The Tidal Group, Inc. is recorded in FINTRX as having no active client relationships: the profile shows zero clients and an average client size of $0.00. That suggests the firm does not currently report discretionary assets under management through the data source, or it may be inactive as an advising entity in the channels FINTRX monitors. FINTRX lists the firm as a corporation formed and SEC-registered in 1996 and indicates individual ownership. The profile classifies the adviser as "Unclassified," notes it is not a capital allocator, and marks that the firm is not an active ESG investor. It is also identified as not being a multi-state adviser, not newly formed, and not a pension consultant.

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 20
  • CRAIG TEPLITZ

    RepresentativeCRD 4925729

  • BRIAN KNIGHT

    Investment AnalystCRD 3109424

  • Joshua Rider

    RepresentativeCRD 8043627

Unlock 17 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

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