CRD: 304363
Tiburon Financial Advisors, Inc.
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- Custodian
- Charles Schwab & Company ยท Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-28-2019
- Office Locations
- 1
Office Locations
About Tiburon Financial Advisors, Inc.
Tiburon Financial Advisors is a fee-only, fiduciary boutique RIA providing holistic financial planning and customized investment management for individuals and families, with expertise serving academics, attorneys, and technology entrepreneurs. The firm is woman-owned and woman-operated, and portfolios are constructed by the Chief Investment Officer. Strategies are implemented primarily with ETFs alongside fixed income and cash; custody includes Charles Schwab.
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Stacy Elizabeth Daher
Financial Advisor
- CRD
- #7138931
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,553,658 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,553,658 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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