Tiemann Investment Advisors, LLC (Menlo Park)

Name: Tiemann Investment Advisors, LLC
Address: 750 Menlo Avenue, Menlo Park, CA, 94025
Telephone: 650-566-0200

Tiemann Investment Advisors, LLC is a large advisory firm based in Menlo Park. It manages $229.45 million of regulatory assets for 246 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of California.

Tiemann Investment Advisors provides portfolio management for individuals and small businesses and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Tiemann Investment Advisors: assets under management

The assets under management (AUM) of Tiemann Investment Advisors, LLC is $229.45 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 333% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $229.45 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $932.74 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 52% of the total AUM. The second-largest asset type is investment and business development companies, which make up 23% of the firm’s portfolio. Investments in cash and cash equivalents form 11% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tiemann Investment Advisors, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Jonathan Tiemann serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Jonathan Tiemann is high net worth individuals with 59 clients and $217.67 million of assets under management. Among the 9 most similar advisory firms, Tiemann Investment Advisors has the 2nd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $229.45 million for 85 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Tiemann Investment Advisors doesn't advise any private funds.

Careers at Tiemann Investment Advisors, LLC

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Jonathan Tiemann has been acting as President since 1 Jul 2002. Valerie Ann Gardner joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Valerie Ann Gardner	Member	1 Jun 2002	50% - 75%	4671630
Jonathan Tiemann	President/chief compliance officer	1 Jul 2002	50% - 75%	2154218

Based in Menlo Park

The principal office where Tiemann Investment Advisors, LLC performs its advisory services is located at 750 Menlo Avenue, Menlo Park, CA 94025, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-566-0200 or by fax 844-825-8701. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at tiemann.net.