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CRD#: 323885
BD
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for TIDAL PARTNERS Comes From
Understanding the Statistics for TIDAL PARTNERS and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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HNWI
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MISC
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Employees
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Registered
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Client Ratios
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Clients
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
260 Homer Avenue Suite 101, Palo Alto, CA 94301
Mailing Address
260 Homer Avenue Suite 101, Palo Alto, CA 94301
Firm Size
Small
Phone Number
(650) 748-9021
Established
Delaware since 08/01/2022
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at TIDAL PARTNERS
DH
David Alan Handler
RR
CRD#: 1824416
Location:
Palo Alto, CA 94301
Company:
TIDAL PARTNERS
Disclosures:
Experience:
37 years
PW
Paul Michael Weinacht
RR
CRD#: 4391251
Location:
Palo Alto, CA 94301
Company:
TIDAL PARTNERS
Disclosures:
Experience:
21 years
DN
David Kotei Neequaye
RR
CRD#: 4840648
Location:
Palo Alto, CA 94301
Company:
TIDAL PARTNERS
Disclosures:
Experience:
21 years
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