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TAG Associates

Investment Management

Specialities :
Investment management
Income tax planning and preparation
Estate planning
Bookkeeping
Bill payment

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
51 - 200
About Us
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Buyer Intent
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Frequently Asked Questions About TAG Associates

What does Tag associates do?+

TAG Associates is a leading multi-family office and portfolio management services firm managing approx. $8.5 billion of assets under management for 110 clients. TAG is a registered investment advisor and a registered commodities pool operator. Formed in 1983, TAG has an experienced staff of 71 including senior service coordinators, portfolio management professionals, accountants, bookkeepers and administrators. TAG offers wealthy families and individuals the same approach to successful asset management that is employed by institutions and businesses: -An integrated process of planning how to manage ones assets; -Allocating among different asset classes; -Selecting investment managers; -Monitoring the results and adapting to...

What are Tag associates's specialties? +

Investment management,income tax planning and preparation,estate planning,bookkeeping,bill payment,insurance consulting,and alternative investments

What is Tag associates's industry? +

Tag associates operates in the Investment management industry.

What is Tag associates's revenue? +

Tag associates's revenue is 11m - 100m

What is Tag associates's company size? +

Tag associates has 51 - 200 employees.

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