TIEDEMANN & ASSOCIATES INVESTMENT ADVISORS, INC.
CRD 128873
Large incorporated asset manager or corporate group — typically not a local adviser team.
United States
Registration
— (—)
Source
State registered
Total AUM
$54.1M
Discretionary AUM
$54.1M
Team
2 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-10
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $6.1M |
| High net worth individuals | 18 | $47.6M |
| Charitable organizations | 1 | $391K |
All web addresses on file
Official SEC filing: View on IAPD