CRD: 128873
Tiedemann & Associates Investment Advisors, Inc.
$54.1M Total AUM
$54.1M Disc. AUM
-- 3Y CAGR
3 Employees
33 ADV. Clients
23 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-05-2002
- Office Locations
- 1
Office Locations
-- Weston MA
About Tiedemann & Associates Investment Advisors, Inc.
Tiedemann & Associates is a Weston, MA-based CPA and registered investment advisor serving business owners, executives, and independent professionals. The firm pairs tax and accounting with retirement and college planning, insurance and estate/legacy reviews, and investment-goal portfolio management primarily via public funds and ETFs—an integrated CPA + advisory model that can support tax-aware distribution conversations.
Team overview
-- AVG AGE
$54.1M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
23.9 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
Available
Available
Available
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Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
H
HENRY ALFRED TIEDEMANN III
President
- CRD
- #4626664
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,125,615 | -- |
| Non-Discretionary | $0 | -- |
| Total | $54,125,615 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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