TANGENT FINANCIAL

TANGENT FINANCIAL is an SEC-registered investment adviser (CRD 311127). Regulatory assets under management: $518K.

Registration

• CRD: 311127
• Type: Registered investment adviser
• Phone: 970-581-7788
• Latest filing: 2026-05-07
• Regulatory AUM: $518K
• Discretionary AUM: $518K
• Clients: 1
• Accounts: 5

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311127 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search