Simon Reeves

Aliso Viejo, California, 92656
advisor

Member Since 2011

TideRock Financial, LLC is an independent investment firm providing comprehensive wealth management services to individuals and families, estate and heritage planning, as well as investment management for qualified company 401K plans. Today’s investment landscape is fraught with risk. For the first time ever, major Western economies are on the verge of bankruptcy, with spending out of control and debt at alarming levels. We believe economic prosperity comes from free markets, stable money supply and low debt. The good news is there are still places in the world where these principles are embraced. At TideRock Financial, we specialize in uncovering global investment opportunities. By accessing the very best institutional funds and alternat
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 Background Information

  • Years of Financial Experience

    • 17

  • Education

    • University of Michigan (B.A.)

  • Methods of Compensation

    • Financial Planning: Asset-based fee
    • Investment Services: Asset-based fee

  • Primary Custodian(s)

    • TD Ameritrade
    • Charles Schwab

  • Types of Financial Reports

    • Performance Report (Quarterly)
    • Market Environment Report (Quarterly)
    • Custodial Report (Monthly)
    • Newsletter (Quarterly)

  • Additional Business Practices

    • I work with remote clients over the telephone and Internet
    • I review my clients' financial plans with them
    • I review my clients' investment portfolios with them
 

  • Registration & Licensing

    • CRD/IARD Number: 2835991
    • Securities Registrations: Series 65, Series 66, Series 7
    • Insurance Licenses: None

  • Company Names

    • Registered Investment Advisor: TideRock Financial LLC
    • Broker/Dealer: None

  • Compliance Record

    • No Disclosures

  • Criminal Record

    • No Disclosures

  • Planning Services

    • Financial Planning, Retirement, College Funding, Estate, Charitable

  • Investment Services

    • Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies

  • Investment Products

    • Mutual Funds, Alternative Investments
 
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Visit Website - http://www.tiderockfinancial.com
Paladin Registry

Minimum Asset Requirement

  • $250,000

Types of Clients

  • Individuals & Families
  • Corporate Pension Funds
  • Public Pension Funds
  • Nonprofit Organizations

Professional Services

  • Planning
  • Investment Advice
  • Money Management

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