TIBURON FINANCIAL ADVISORS, INC.

CRD 304363

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$40.6M

Discretionary AUM

$40.6M

Team

2 total employees; 1 advisory reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

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Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Publication of periodicalsEducational seminarsTAX PREPARATION SERVICES

Client types

Type	Clients	AUM
High net worth individuals	14	$35.6M
Charitable organizations	2	$3.5M
Corporations/business entities	1	$8K

All web addresses on file

Official SEC filing: View on IAPD