TIEMANN INVESTMENT ADVISORS, LLC
Adviser information for TIEMANN INVESTMENT ADVISORS, LLC last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 312 | $302.9M |
| Non-Discretionary | 0 | $0 |
| Total | 312 | $302.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 31 | $20.6M |
| HNW Individuals | 68 | $282.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPublication of periodicals or newsletters |
|---|---|
| Compensation | % of AUM |
Principal Office
750 MENLO AVENUESUITE 300
MENLO PARK
CA
United States
Monday - Friday, 10AM - 5PM
Tel: 650-566-0200, Fax: None
Chief Compliance Officer
JONATHAN TIEMANN
PRESIDENT
750 MENLO AVENUE
SUITE 300
MENLO PARK
CA
United States
Tel:
650 566-0200
J*******@**********T
(Full email address available in API data)
Industry Affiliates
| NUCLEATION CAPITAL MANAGEMENT | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| TIEMANN, JONATHAN | Individual | – | PRESIDENT/CHIEF COMPLIANCE OFFICER | 07/2002 | 50-75% |
| GARDNER, VALERIE, ANN | Individual | – | MEMBER | 06/2002 | 50-75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 12th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ABBOTT LABS | COM | 1M | 10K | – |
| ABBVIE INC | COM | 2M | 11K | – |
| ADOBE INC | COM | 425K | 765 | – |
| ADVANCED MICRO DEVICES INC | COM | 410K | 3K | – |
| AIR PRODS & CHEMS INC | COM | 388K | 2K | – |
| ALBEMARLE CORP | COM | 200K | 2K | – |
| ALPS ETF TR | ALERIAN MLP | 293K | 6K | – |
| ALLSTATE CORP | COM | 1M | 9K | – |
| ALPHABET INC | CAP STK CL A | 4M | 22K | – |
| ALPHABET INC | CAP STK CL C | 2M | 14K | – |
| AMAZON COM INC | COM | 3M | 18K | – |
| AMERICAN ELEC PWR CO INC | COM | 223K | 3K | – |
| AMERICAN EXPRESS CO | COM | 614K | 3K | – |
| AMERICAN TOWER CORP NEW | COM | 401K | 2K | – |
| AMERIPRISE FINL INC | COM | 201K | 471 | – |
| AMGEN INC | COM | 347K | 1K | – |
| APPLE INC | COM | 14M | 65K | – |
| APPLIED MATLS INC | COM | 1M | 6K | – |
| ARCHER DANIELS MIDLAND CO | COM | 448K | 7K | – |
| AT&T INC | COM | 315K | 17K | – |
| BANK AMERICA CORP | COM | 576K | 14K | – |
| BANK NEW YORK MELLON CORP | COM | 243K | 4K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 4M | 11K | – |
| BLACKROCK INC | COM | 321K | 408 | – |
| BOEING CO | COM | 226K | 1K | – |
| BROADCOM INC | COM | 1M | 626 | – |
| BROWN & BROWN INC | COM | 213K | 2K | – |
| CADENCE DESIGN SYSTEM INC | COM | 363K | 1K | – |
| CARDINAL HEALTH INC | COM | 310K | 3K | – |
| CARRIER GLOBAL CORPORATION | COM | 397K | 6K | – |
| CATERPILLAR INC | COM | 1M | 3K | – |
| CINTAS CORP | COM | 198K | 283 | – |
| CISCO SYS INC | COM | 839K | 18K | – |
| CLOUDFLARE INC | CL A COM | 2M | 22K | – |
| COCA COLA CO | COM | 405K | 6K | – |
| COLGATE PALMOLIVE CO | COM | 588K | 6K | – |
| COMCAST CORP NEW | CL A | 480K | 12K | – |
| CONSTELLATION BRANDS INC | CL A | 428K | 2K | – |
| CONSTELLATION ENERGY CORP | COM | 864K | 4K | – |
| CORNING INC | COM | 205K | 5K | – |
| COSTCO WHSL CORP NEW | COM | 3M | 3K | – |
| CSX CORP | COM | 332K | 10K | – |
| CUMMINS INC | COM | 513K | 2K | – |
| D R HORTON INC | COM | 708K | 5K | – |
| DECKERS OUTDOOR CORP | COM | 205K | 212 | – |
| DEERE & CO | COM | 510K | 1K | – |
| DIGITAL RLTY TR INC | COM | 282K | 2K | – |
| DISCOVER FINL SVCS | COM | 870K | 7K | – |
| DISNEY WALT CO | COM | 557K | 6K | – |
| DUKE ENERGY CORP NEW | COM NEW | 453K | 5K | – |
| EASTMAN CHEM CO | COM | 415K | 4K | – |
| EDISON INTL | COM | 288K | 4K | – |
| EDWARDS LIFESCIENCES CORP | COM | 215K | 2K | – |
| EMERSON ELEC CO | COM | 545K | 5K | – |
| EQUITY LIFESTYLE PPTYS INC | COM | 733K | 11K | – |
| ESSEX PPTY TR INC | COM | 1M | 4K | – |
| EXELON CORP | COM | 240K | 7K | – |
| FAIR ISAAC CORP | COM | 447K | 300 | – |
| FEDEX CORP | COM | 654K | 2K | – |
| FIFTH THIRD BANCORP | COM | 251K | 7K | – |
| FIRST SOLAR INC | COM | 206K | 915 | – |
| FISERV INC | COM | 543K | 4K | – |
| FLAHERTY & CRUMRINE PFD SECS | COM | 225K | 15K | – |
| FLEXSHARES TR | IBOXX 3R TARGT | 1M | 43K | – |
| FLEXSHARES TR | IBOXX 5YR TRGT | 699K | 30K | – |
| GENERAL DYNAMICS CORP | COM | 614K | 2K | – |
| GE AEROSPACE | COM NEW | 497K | 3K | – |
| GENERAL MTRS CO | COM | 296K | 6K | – |
| GENUINE PARTS CO | COM | 337K | 2K | – |
| GOLDMAN SACHS GROUP INC | COM | 756K | 2K | – |
| GOLDMAN SACHS ETF TR | ACES ULTRA SHR | 5M | 103K | – |
| HOME DEPOT INC | COM | 1M | 3K | – |
| HONEYWELL INTL INC | COM | 484K | 2K | – |
| HP INC | COM | 319K | 9K | – |
| ILLINOIS TOOL WKS INC | COM | 221K | 932 | – |
| INTEL CORP | COM | 544K | 18K | – |
| INTERNATIONAL BUSINESS MACHS | COM | 318K | 2K | – |
| INTUIT | COM | 648K | 986 | – |
| INTUITIVE SURGICAL INC | COM NEW | 1M | 2K | – |
| ISHARES TR | 20 YR TR BD ETF | 268K | 3K | – |
| ISHARES TR | 1 3 YR TREAS BD | 225K | 3K | – |
| ISHARES TR | CORE MSCI EAFE | 10M | 137K | – |
| ISHARES TR | CORE TOTAL USD | 12M | 272K | – |
| ISHARES TR | CORE US AGGBD ET | 15M | 151K | – |
| ISHARES INC | CORE MSCI EMKT | 870K | 16K | – |
| ISHARES TR | IBOXX INV CP ETF | 533K | 5K | – |
| ISHARES TR | MSCI EAFE ETF | 916K | 12K | – |
| ISHARES TR | MSCI EMG MKT ETF | 2M | 40K | – |
| ISHARES INC | MSCI AUST ETF | 207K | 8K | – |
| ISHARES INC | MSCI CDA ETF | 260K | 7K | – |
| ISHARES INC | MSCI FRANCE ETF | 345K | 9K | – |
| ISHARES INC | MSCI GERMANY ETF | 264K | 9K | – |
| ISHARES INC | MSCI JPN ETF NEW | 1M | 17K | – |
| ISHARES INC | MSCI NETHERL ETF | 413K | 8K | – |
| ISHARES TR | MSCI UK ETF NEW | 667K | 19K | – |
| ISHARES TR | RUS 1000 ETF | 1M | 5K | – |
| ISHARES TR | RUSSELL 2000 ETF | 658K | 3K | – |
| ISHARES TR | CORE S&P MCP ETF | 2M | 33K | – |
| ISHARES TR | CORE S&P500 ETF | 999K | 2K | – |
| ISHARES TR | CORE S&P SCP ETF | 3M | 24K | – |
| ISHARES TR | S&P MC 400GR ETF | 2M | 20K | – |
| ISHARES TR | S&P MC 400VL ETF | 2M | 20K | – |
| ISHARES TR | S&P SML 600 GWT | 2M | 14K | – |
| ISHARES TR | SP SMCP600VL ETF | 2M | 23K | – |
| ISHARES TR | S&P 500 GRWT ETF | 1M | 14K | – |
| ISHARES TR | S&P 500 VAL ETF | 1M | 8K | – |
| ISHARES TR | TIPS BD ETF | 688K | 6K | – |
| ISHARES TR | ISHS 5-10YR INVT | 1M | 28K | – |
| JPMORGAN CHASE & CO. | COM | 4M | 19K | – |
| J P MORGAN EXCHANGE TRADED F | DIV RTN EM EQT | 2M | 35K | – |
| JOHNSON & JOHNSON | COM | 2M | 12K | – |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 211K | 4K | – |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 7M | 131K | – |
| KEYSIGHT TECHNOLOGIES INC | COM | 338K | 2K | – |
| KIMBERLY-CLARK CORP | COM | 396K | 3K | – |
| KLA CORP | COM NEW | 484K | 587 | – |
| LABCORP HOLDINGS INC | COM SHS | 196K | 963 | – |
| LENNAR CORP | CL A | 342K | 2K | – |
| ELI LILLY & CO | COM | 2M | 2K | – |
| LINDE PLC | SHS | 409K | 932 | – |
| LOWES COS INC | COM | 2M | 8K | – |
| MARRIOTT INTL INC NEW | CL A | 626K | 3K | – |
| MASTERCARD INCORPORATED | CL A | 365K | 827 | – |
| MCDONALDS CORP | COM | 543K | 2K | – |
| MCKESSON CORP | COM | 365K | 625 | – |
| MERCK & CO INC | COM | 1M | 9K | – |
| META PLATFORMS INC | CL A | 240K | 475 | – |
| METLIFE INC | COM | 203K | 3K | – |
| METTLER TOLEDO INTERNATIONAL | COM | 256K | 183 | – |
| MICROCHIP TECHNOLOGY INC. | COM | 2M | 18K | – |
| MICRON TECHNOLOGY INC | COM | 199K | 2K | – |
| MICROSOFT CORP | COM | 13M | 30K | – |
| MONDELEZ INTL INC | CL A | 197K | 3K | – |
| MORGAN STANLEY | COM NEW | 423K | 4K | – |
| RBB FD INC | MOTLEY FOOL SML | 355K | 11K | – |
| NETFLIX INC | COM | 809K | 1K | – |
| NEXTERA ENERGY INC | COM | 299K | 4K | – |
| NORFOLK SOUTHN CORP | COM | 216K | 1K | – |
| NOVO-NORDISK A S | ADR | 578K | 4K | – |
| NVIDIA CORPORATION | COM | 8M | 65K | – |
| ORACLE CORP | COM | 4M | 29K | – |
| OTIS WORLDWIDE CORP | COM | 314K | 3K | – |
| PACCAR INC | COM | 189K | 2K | – |
| PARKER-HANNIFIN CORP | COM | 321K | 635 | – |
| PEPSICO INC | COM | 388K | 2K | – |
| PFIZER INC | COM | 332K | 12K | – |
| PHILLIPS 66 | CON | 194K | 1K | – |
| POLARIS INC | COM | 322K | 4K | – |
| PROCTER AND GAMBLE CO | COM | 707K | 4K | – |
| PROLOGIS INC. | COM | 444K | 4K | – |
| QUALCOMM INC | COM | 277K | 1K | – |
| REALTY INCOME CORP | COM | 506K | 10K | – |
| REGENERON PHARMACEUTICALS | COM | 263K | 250 | – |
| ROCKWELL AUTOMATION INC | COM | 202K | 733 | – |
| ROYAL GOLD INC | COM | 259K | 2K | – |
| RTX CORPORATION | COM | 793K | 8K | – |
| SALESFORCE INC | COM | 3M | 10K | – |
| SANDSTORM GOLD LTD | COM NEW | 226K | 42K | – |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 391K | 6K | – |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 251K | 5K | – |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 302K | 8K | – |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 274K | 4K | – |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 464K | 10K | – |
| SELECT SECTOR SPDR TR | INDL | 232K | 2K | – |
| SHERWIN WILLIAMS CO | COM | 312K | 1K | – |
| SPDR SER TR | PORTFOLIO SHORT | 519K | 17K | – |
| SPDR SER TR | BLOOMBERG HIGH Y | 236K | 3K | – |
| SPDR GOLD TR | GOLD SHS | 2M | 9K | – |
| SPDR INDEX SHS FDS | MSCI ACWI EXUS | 4M | 128K | – |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 2M | 3K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 792K | 1K | – |
| SPROTT PHYSICAL GOLD TR | UNIT | 293K | 13K | – |
| STARBUCKS CORP | COM | 290K | 4K | – |
| SYNOPSYS INC | COM | 586K | 985 | – |
| TESLA INC | COM | 804K | 4K | – |
| TEXAS INSTRS INC | COM | 374K | 2K | – |
| TEXTRON INC | COM | 195K | 2K | – |
| THERMO FISHER SCIENTIFIC INC | COM | 330K | 597 | – |
| TOLL BROTHERS INC | COM | 214K | 2K | – |
| TRACTOR SUPPLY CO | COM | 293K | 1K | – |
| TRAVELERS COMPANIES INC | COM | 297K | 1K | – |
| UNION PAC CORP | COM | 557K | 2K | – |
| UNITEDHEALTH GROUP INC | COM | 2M | 3K | – |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 432K | 10K | – |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 231K | 461 | – |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 714K | 9K | – |
| VERIZON COMMUNICATIONS INC | COM | 237K | 6K | – |
| VISA INC | COM CL A | 1M | 5K | – |
| WALMART INC | COM | 830K | 12K | – |
| WILLIAMS SONOMA INC | COM | 248K | 880 | – |
| WISDOMTREE TR | US LARGECAP DIVD | 205K | 3K | – |
| ZOETIS INC | CL A | 303K | 2K | – |