# TANAGER FINANCIAL SERVICES INC

TANAGER FINANCIAL SERVICES INC of WALTHAM, MA is an SEC-registered investment adviser.

## Registration

- CRD: 106270
- Type: SEC-registered investment adviser
- SEC file number: 801-50738
- Location: 800 SOUTH STREET, SUITE 195, WALTHAM, MA, 02453
- Phone: 781-893-8040
- Latest filing: 2004-03-29
- Regulatory AUM: $2.2B
- Discretionary AUM: $865.8M
- Non-discretionary AUM: $1.3B
- Clients: 11
- Accounts: 1,478

## Officers, owners & control persons (17)

| Name | Role | Location |
| --- | --- | --- |
| Beatty David | BENEFICIARY/SHAREHOLDER; PRESIDENT | Burlington, VT |
| ADAMS JAMES RICHARD | VICE PRESIDENT; VICE PRESIDENT AND CHIEF OPERATING OFFICER | — |
| BEATTY DAVID LEE | PRESIDENT, TRUSTEE | — |
| OLIVER STEPHEN PRESTON | VICE PRESIDENT, TRUSTEE | — |
| FRANK GLENN EDWARD | VICE PRESIDENT, TRUSTEE | — |
| DINSMORE RICHARD WILSON | CCO | — |
| OLIVER STEPHEN | BENEFICIARY/SHAREHOLDER; VICE PRESIDENT | — |
| FRANK GLENN E | BENEFICIARY/SHAREHOLDER; VICE PRESIDENT | — |
| CARLEY MARK | VICE PRESIDENT | — |
| VALPEY JOHN B | VICE PRESIDENT | — |
| POOLE DAWN M | VICE PRESIDENT; VICE PRESIDENT AND CHIEF OPERATING OFFICER | — |
| REECE ELIZABETH A | VICE PRESIDENT | — |
| WHITEHEAD ROBERT JOHN | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| BOBO STEPHEN ANDERSON | CHAIR OF INVESTMENT COMMITTEE | — |
| MARCHAND DAWN M | VICE PRESIDENT AND CHIEF OPERATING OFFICER | — |
| CARLEY MARK STEPHEN | VICE PRESIDENT | — |
| MARCHAND DAWN MICHELLE | VICE PRESIDENT AND CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106270/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106270/similar
- Related entities: https://search.stillhousedata.com/firm/106270/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106270

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.