TAG FINANCIAL INC

TAG FINANCIAL INC of DIAMOND BAR, CA is an SEC-registered investment adviser (CRD 109175). Regulatory assets under management: $379.6M.

Registration

• CRD: 109175
• SEC file number: 801-57715
• Type: Registered investment adviser
• Location: 20955 PATHFINDER ROAD, SUITE 110, DIAMOND BAR, CA, 91765-4029
• Phone: 909.869.7880
• Latest filing: 2022-03-24
• Regulatory AUM: $379.6M
• Discretionary AUM: $261.5M
• Non-discretionary AUM: $118.1M
• Clients: 5
• Accounts: 724

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 109175 on SEC IAPD (source of record)
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