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Tiemann Investment Advisors LLC
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CRD # | 125360 |
SEC # | 801-64295 |
CIK # | 0001575151 |
AUM | $302.9 MM (2024-03-20) |
Employees | 2 (100% Investors, 0% Brokers) |
Phone | 650-566-0200 |
Address | 750 Menlo Avenue Menlo Park, CA 94025 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 13.7 | |
MSFT | 1,918,222.4 | 13.3 | |
NVDA | 399,550.0 | 8.0 | |
ORCL | 182,760.6 | 4.1 | |
GOOGL | 1,475,138.5 | 4.1 | |
JPM | 340,169.2 | 3.9 | |
AMZN | 1,092,997.8 | 3.5 | |
COST | 207,576.9 | 2.7 | |
CRM | 170,602.7 | 2.5 | |
GOOG | 1,482,566.4 | 2.5 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 31 | 20.6 |
(b) Individuals (high net worth individuals) | 68 | 282.3 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 312 | 302.9 |
By Discretionary | ||
Discretionary | 312 | 302.9 |
Non-Discretionary | 0 | 0.0 |
Total | 312 | 302.9 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 302.9 | |
Total | 312 | 302.9 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001575151] |
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MA | 0.3 |
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Hurley Financial Group Inc
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Comprehensive Wealth Management LLC
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Forum Solutions Group LLC
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Keating Financial Advisory Services Inc
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KS | 0.3 |
Prudent Investors Network Inc
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CA | 0.3 |
Kingdom Financial Group LLC
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AZ | 0.3 |