Be advised. This firm is no longer registered.

Taggart Financial Group, Inc.

Taggart Financial Group, Inc. (CRD# 111630) is a financial advisory firm headquartered in Houston, TX. They manage $8,772,905 in 167 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
770 South Post Oak Lane,suite 690, Houston, TX 77056
http://www.taggart.com/
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    167
    ACCOUNTS
  • Average Account Value
    $52,532
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Taggart Financial Group, Inc.
No Advisor Found.

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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