Taggart Financial Group, Inc.

Taggart Financial Group, Inc. (CRD# 111630) is a financial advisory firm headquartered in Houston, TX. They manage $20,150,800 in 42 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    42
    ACCOUNTS
  • Average Account Value
    $479,781
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

TX

Financial Advisors at Taggart Financial Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Lowell Q. Bass
CRD#: 827011
770 South Post Oak Lane,suite 690, Houston, TX 77056
93
Wealthminder
score

Lowell Bass (CRD# 827011) is an Investment Advisor Representative working at Taggart Financial Group, Inc. in Houston, TX and has over 33 years of experience in the finance industry.

2
Philip W. Taggart
CRD#: 2121538
770 South Post Oak Lane,suite 690, Houston, TX 77056
93
Wealthminder
score

Philip Taggart (CRD# 2121538) is an Investment Advisor Representative working at Taggart Financial Group, Inc. in Houston, TX and has over 25 years of experience in the finance industry.

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