$4.5M Total AUM
$4.5M Disc. AUM
-- 3Y CAGR
1 Employees
39 ADV. Clients
16 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-11-2009
- Office Locations
- 1
Office Locations
3303 E Baseline RD STE 112 Gilbert AZ
About Tetrant Financial
Tetrant Financial is an East Valley, AZ firm providing comprehensive estate planning and financial planning for individuals and families, coordinating key facets of personal estates. Services include insurance, investment, and charitable planning. The team publishes “Hiking Lawyer” education content and hosts seminars, and offers free consultations in-office or virtually via Zoom with online scheduling.
Team overview
39 AVG AGE
$4.5M AVG AUM / ADVISOR
$114.7K AVG AUM / CLIENT
12.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Accredited Investors
Available
Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
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Services
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Technology
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Owner & Executives
ROBERT MEAD SIDDOWAY
Certified Financial Planner
- CRD
- #5726407
- Ownership
- Less than 5%
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,473,789 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,473,789 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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