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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-17-2016
- Office Locations
- 1
Office Locations
About Rising Tides Financial, LLC
Rising Tides Financial, LLC is a Needham, MA RIA led by Michael Gross, CPA, CFP®, MS Tax, focused on helping people 50+ create tax-efficient retirement income. The firm provides retirement planning, tax planning, and risk-managed, cost-conscious portfolio construction with ongoing monitoring as a fiduciary (no commissions/hidden fees). Portfolios use diversified funds/ETFs and fixed income, with Schwab custody and planning supported by eMoney.
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Owner & Executives
MICHAEL P. GROSS
Founder, MANAGING DIRECTOR
- CRD
- #6364261
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,895,367 | -- |
| Non-Discretionary | $0 | -- |
| Total | $59,895,367 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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