Tidal Investments LLC

Tidal Investments LLC (CRD# 164201) is a financial advisory firm headquartered in Milwaukee, WI. They manage $5,574,754,331 in 711 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,575
    MILLION
  • Total Number of Accounts
    711
    ACCOUNTS
  • Average Account Value
    $7,840,723
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, DE, FL, GA, IL, MA, NH, NV, NY, RI, SC, TX

Financial Advisors at Tidal Investments LLC
Showing 1 - 1 of 1 top financial advisors.
1
John P. Lowrey
CRD#: 2919731
Lincoln, RI

John Lowrey (CRD# 2919731) is an Investment Advisor Representative working at Tidal Investments LLC in Lincoln, RI and has over 26 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.