TIBURON FINANCIAL ADVISORS, INC.

TIBURON FINANCIAL ADVISORS, INC. is an SEC-registered investment adviser (CRD 304363). Regulatory assets under management: $40.6M.

Registration

• CRD: 304363
• Type: Registered investment adviser
• Phone: 415-228-6241
• Latest filing: 2026-03-31
• Regulatory AUM: $40.6M
• Discretionary AUM: $40.6M
• Clients: 2
• Accounts: 21

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Corporations, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304363 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search