TIDAL INVESTMENTS LLC

MILWAUKEE, Wisconsin·4 registered advisors·CRD# 164201
SEC# 801-768571844-986-7700
01

Firm Overview

AUM
$11.3B
Regulatory assets under management
Employees
52
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TIDAL INVESTMENTS LLC

4 registered advisors
Eric Walter Falkeis
MILWAUKEE, Wisconsin
Gavin Clark Filmore
MILWAUKEE, Wisconsin
Juan Carlos Avila
NEW YORK, New York
Olga Camargo
NEW YORK, New York
05

Office Locations

MILWAUKEE, Wisconsin
2 advisors
NEW YORK, New York
2 advisors

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Data sourced from SEC Form ADV filings. TIDAL INVESTMENTS LLC (CRD# 164201) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.