TIEMANN INVESTMENT ADVISORS, LLC
Firm details
- Headquarters
- MENLO PARK, California
- CRD number
- 125360
- Registered since
- May 6, 2005
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI94.69%
- Individuals5.2%
- Charitable Organizations0.1%
- Services
- Portfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Tiemann Investment Advisors, LLC is a privately owned investment adviser organized as an LLC and registered with the SEC since 2005. The firm focuses on portfolio management for individuals and small businesses and also produces periodic publications or newsletters. Its client base is primarily individual and family investors and it charges clients on a percentage-of-assets-under-management basis. Tiemann does not position itself as an ESG-focused manager, is not set up as a multi-state or pension consultant, and does not report affiliations with a larger related adviser.
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 Equities50%
- Public Funds/Mutual Funds37%
- Cash & Cash Equivalents5%
- US Government Bonds4%
- State & Local Bonds2%
Owners & executives
1 of 1JONATHAN TIEMANN
President, Chief Investment OfficerCRD 2154218
Contacts
1 of 1VALERIE GARDNER
Co-Founder and PrincipalCRD 4671630
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 62Active vs passive
$125M in ETFs
86%
$107M
14%
$17.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | BlackRock | Passive | Intermediate Core Bond | $20.9M | 210,908 | 16.81% |
Location
MENLO PARK, CA
SAN MATEO
Location
MENLO PARK, CA
Headquartered in MENLO PARK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN MATEO
- Address
- 750 Menlo Ave
- Time zone
- PT (UTC-8)
- Office locations
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