Tanager Wealth Management

Tanager Wealth Management (CRD# 166084) is a financial advisory firm headquartered in London, . They manage $1,007,176,453 in 2,339 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
7th Floor, East Wing, Vintners Place, 68 Upper Thames Street, London, EC4V
https://www.linkedin.com/company/2787678/
By the Numbers
  • Total Assets Under Management
    1,007
    MILLION
  • Total Number of Accounts
    2,339
    ACCOUNTS
  • Average Account Value
    $430,601
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, NC, NJ, NY, PA, TX

Financial Advisors at Tanager Wealth Management
Showing 1 - 10 of 10 top financial advisors.
1
Jeremy Bailey, financial advisor London
Jeremy J. Bailey
CRD#: 5406005
7th Floor, East Wing, Vintners Place, 68 Upper Thames Street, London, EC4V

Jeremy Bailey (CRD# 5406005) is an Investment Advisor Representative working at Tanager Wealth Management in London, and has over 14 years of experience in the finance industry.

2
Kristopher Heck, financial advisor London
Kristopher K. Heck
CRD#: 4508090
7th Floor, East Wing, Vintners Place, 68 Upper Thames Street, London, EC4V

Kristopher Heck (CRD# 4508090) is an Investment Advisor Representative working at Tanager Wealth Management in London, and has over 21 years of experience in the finance industry.

3
Jeffrey Hedges, financial advisor London
Jeffrey L. Hedges
CRD#: 6141932
7th Floor, East Wing, Vintners Place, 68 Upper Thames Street, London, EC4V

Jeffrey Hedges (CRD# 6141932) is an Investment Advisor Representative working at Tanager Wealth Management in London, and has over 11 years of experience in the finance industry.

4
Patrick Mulhern, financial advisor London
Patrick C. Mulhern
CRD#: 6072984
7th Floor, East Wing, Vintners Place, 68 Upper Thames Street, London, EC4V

Patrick Mulhern (CRD# 6072984) is an Investment Advisor Representative working at Tanager Wealth Management in London, and has over 11 years of experience in the finance industry.

5
Kyle Pettigrove, financial advisor Philadelphia PA
Kyle W. Pettigrove
CRD#: 6375194
325 Chestnut St., Suite 800, Philadelphia, PA 19106

Kyle Pettigrove (CRD# 6375194) is an Investment Advisor Representative working at Wiley Group in West Conshohocken, PA and has 4 year of experience in the finance industry.

6
Abbas Somji, financial advisor London
Abbas R. Somji
CRD#: 5957586
7th Floor, East Wing, Vintners Place, 68 Upper Thames Street, London, EC4V

Abbas Somji (CRD# 5957586) is an Investment Advisor Representative working at Tanager Wealth Management in London, and has over 7 years of experience in the finance industry.

7
Susan Blaylock, financial advisor London
Susan P. Blaylock
CRD#: 7689128
7th Floor, East Wing, Vintners Place, 68 Upper Thames Street, London, EC4V

Susan Blaylock (CRD# 7689128) is an Investment Advisor Representative working at Tanager Wealth Management in London, and has over 2 years of experience in the finance industry.

8
David Costello, financial advisor London
David G. Costello
CRD#: 4189188
7th Floor, East Wing, Vintners Place, 68 Upper Thames Street, London, EC4V

David Costello (CRD# 4189188) is an Investment Advisor Representative working at Tanager Wealth Management in London, and has over 23 years of experience in the finance industry.

9
Krishna Gaglani, financial advisor London
Krishna Gaglani
CRD#: 7817409
7th Floor, East Wing, Vintners Place, 68 Upper Thames Street, London, EC4V

Krishna Gaglani (CRD# 7817409) is an Investment Advisor Representative working at Tanager Wealth Management in London, and has 1 year of experience in the finance industry.

10
Samuel Lees, financial advisor London
Samuel R. Lees
CRD#: 7777713
7th Floor, East Wing, Vintners Place, 68 Upper Thames Street, London, EC4V

Samuel Lees (CRD# 7777713) is an Investment Advisor Representative working at Tanager Wealth Management in London, 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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