Tag Associates LLC

Tag Associates LLC (CRD# 116959) is a financial advisory firm headquartered in New York, NY. They manage $8,125,400,000 in 1,186 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    8,125
    MILLION
  • Total Number of Accounts
    1,186
    ACCOUNTS
  • Average Account Value
    $6,851,096
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, ID, NY, TX

Financial Advisors at Tag Associates LLC
Showing 1 - 1 of 1 top financial advisors.
1
John S. Pantowich
CRD#: 4332367
810 Seventh Avenue, 7th Floor, New York, NY 10019
87
Wealthminder
score

John Pantowich (CRD# 4332367) is an Investment Advisor Representative working at Tag Associates LLC in New York, NY and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.