Tidemark, LLC

Tidemark, LLC (CRD# 327611) is a financial advisory firm headquartered in San Diego, CA. They manage $250,479,895 in 1,033 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
5405 Morehouse Dr., Suite 345, San Diego, CA 92121
https://www.facebook.com/tidemarkfp
By the Numbers
  • Total Assets Under Management
    250
    MILLION
  • Total Number of Accounts
    1,033
    ACCOUNTS
  • Average Account Value
    $242,478
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, GA, TX, WA

Financial Advisors at Tidemark, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Frank Alvarez, financial advisor San Diego CA
Frank J. Alvarez
CRD#: 6440292
5405 Morehouse Dr., Suite 345, San Diego, CA 92121

Frank Alvarez (CRD# 6440292) is an Investment Advisor Representative working at Tidemark, LLC in San Diego, CA and has over 9 years of experience in the finance industry.

2
Brad Duerks, financial advisor San Diego CA
Brad N. Duerks
CRD#: 4397389
5405 Morehouse Dr., Suite 345, San Diego, CA 92121

Brad Duerks (CRD# 4397389) is an Investment Advisor Representative working at Tidemark, LLC in San Diego, CA and has over 22 years of experience in the finance industry.

3
Jared Redfield, financial advisor San Diego CA
Jared J. Redfield
CRD#: 7181934
5405 Morehouse Dr., Suite 345, San Diego, CA 92121

Jared Redfield (CRD# 7181934) is an Investment Advisor Representative working at Tidemark, LLC in San Diego, CA and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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