Jonathan
Tiemann
Tiemann Investment Advisors, LLC
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About this Advisor
Jonathan Tiemann is a financial advisor operating in Menlo Park, California who has 20 years of relevant experience. Tiemann is on the advisory team at Tiemann Investment Advisors, LLC. They have spent their whole employment at Tiemann Investment Advisors, Llc. Tiemann maintains a Series 63 license, which qualifies them as a securities agent, and is approved to serve investors in California. Tiemann Investment Advisors, LLC is a financial advisory business operating out of Menlo Park, CA. It oversees $263 million in assets under management between its 336 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 336 customer accounts, 71% are held by high-net-worth investors who have at least $1 million in investable assets. The company has a few services, including portfolio management for individuals and small businesses and publication of newsletters. A financial advisor's fee schedules typically are based on which service is provided. Fee types billed by Tiemann Investment Advisors, LLC likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tiemann Investment Advisors, LLC Brokerage Details
$262,743,500
2
336
$781,975
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Jonathan Tiemann Work History
Jonathan has been registered as a financial advisor for 20 years.*
Tiemann Investment Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jonathan Tiemann to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Tiemann Investment Advisors, LLC
Menlo Park, CA
Menlo Park, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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