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).
Total Assets Under Management8,125MILLION
Total Number of Accounts1,186ACCOUNTS
Average Account Value$6,851,096
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
CA, CT, FL, ID, NY, TX
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.