DBA Tana Investment Advisors

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Total assets under management

Total clients

Total advisors

of 1 employees

Firm size

Investment Manager

May not manage individual clients

Average clients per advisor

—

Average account size

—

About

Tana Investment Advisors focuses on managing pooled investment vehicles and institutional assets, including pension plan consulting, rather than providing wealth management to individual retail clients. The firm also operates in broker-dealer and insurance capacities, which enables it to offer brokerage and insurance products in addition to investment management services.

Its investment work commonly involves selecting and overseeing other advisers or subadvisers for strategies, rather than relying solely on internally managed portfolios. The firm distributes periodicals and conducts educational seminars and workshops for stakeholders, indicating a regular communication and investor-education component to its client relationships.

Compared with many investment managers that serve pooled vehicles, Tana’s combination of broker-dealer registration, insurance licensing, published periodicals, and pension consulting is atypical, reflecting a broader set of services than asset management alone. It is also noteworthy that the firm does not primarily rely on percentage-of-assets-under-management fee arrangements, suggesting alternative compensation and engagement models for its institutional mandates.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Fee options

Percentage

$0 - $1,000,000: 1.40% $1,000,001 - $3,000,000: 1.10% $3,000,001+: 0.90%

Other

Account minimum: $1,000,000 minimum Fee-only: Fee-only advisory services

Main office location

DBA Tana Investment Advisors

Four Embarcadero, Suite 1400

San Francisco CA 94111, United States

Number of offices

Most active in

California

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Is not active or affiliated with:

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 415-989-2932

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