# TAG FINANCIAL INC

TAG FINANCIAL INC of DIAMOND BAR, CA is an SEC-registered investment adviser.

## Registration

- CRD: 109175
- Type: SEC-registered investment adviser
- SEC file number: 801-57715
- 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)

| Name | Role | Location |
| --- | --- | --- |
| BEVERLY BRENT JAMES | PRESIDENT; PRESIDENT & DIRECTOR; PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER | — |
| LI CHRISTIAN FRANCIS | VICE PRESIDENT; VICE PRESIDENT & DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109175/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109175/similar
- Related entities: https://search.stillhousedata.com/firm/109175/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109175

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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.