Tiemann Investment Advisors LLC

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Assets, Funds, Holdings

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Tiemann Investment Advisors LLC
CRD #125360
SEC #801-64295
CIK #0001575151
AUM $302.9 MM (2024-03-20)
Employees 2 (100% Investors, 0% Brokers)
Phone650-566-0200
Address750 Menlo Avenue
Menlo Park, CA 94025
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
3502802101407002003201020172025
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 ($MM)
2502001501005002012201620202025
AUM Breakdown Accounts AUM ($MM)
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
13F-HR [0001575151]
Comparable Firms State AUM ($BB)
Beacon Financial Planning Inc
MA 0.3
Paradigm Wealth LLC
NE 0.3
Smart Wealth LLC
NE 0.3
Capital Square LLC
TN 0.3
Hurley Financial Group Inc
OR 0.3
Comprehensive Wealth Management LLC
WA 0.3
Forum Solutions Group LLC
IN 0.3
Keating Financial Advisory Services Inc
KS 0.3
Prudent Investors Network Inc
CA 0.3
Kingdom Financial Group LLC
AZ 0.3
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