Overview

We are Tidemark Financial Partners, with 15 years in the industry and a collective of staff with varied experience, we are well suited to meet the needs of most any practice. Our practice is based in San Diego, CA with an investment process centered on serving clients needs and goals. The majority of our accounts are Advisory model based with customization possible for certain client situations. Till this point we have grown our $200 MM business organically but are now expanding via acquisition. We are interested in purchasing a practice as well as possibly merging with a soon to be retiring advisor. Our primary concern is finding a practice with the right fit for all involved but we are flexible and glad to discuss with anyone interested.

Market
Advisor/RIA
Member Level
Premier
Last Activity
today
Listing Age
343 days old

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