Tag Associates LLC

Tag Associates LLC (CRD# 116959) is a financial advisory firm headquartered in New York, NY. They manage $8,711,236,142 in 1,403 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details

810 Seventh Avenue, 7th Floor, New York, NY 10019

https://www.tagassoc.com

By the Numbers

Total Assets Under Management

8,711

MILLION
Total Number of Accounts

1,403

ACCOUNTS
Average Account Value

$6,209,007

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

Registered Investment Advisor

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.

John S. Pantowich

CRD#: 4332367

810 Seventh Avenue, 7th Floor, New York, NY 10019

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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