This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Northern Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-01-2021
- Office Locations
- 1
Office Locations
About Intertide Partners
Intertide Partners is a boutique wealth management firm partnering with families, foundations, and institutions on financial and philanthropic objectives. The team brings 20+ years managing portfolios for premier U.S. families and foundations, building customized, multi-asset portfolios with broad diversification and an owner-minded, performance focus. A concentrated client base enables direct relationships with the founding team.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOHN EVERETT MCGUIRE
Chief Compliance Officer, Chief Investment Officer, Director, Managing Member
- CRD
- --
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,463,513 | $10,231,757 |
| Non-Discretionary | $950,978,922 | $3,180,532 |
| Total | $971,442,435 | $3,227,384 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing