TAG Associates Florida LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 325292
- Registered since
- April 5, 2023
- Website
- tagassoc.com
- Custodians
- CHARLES SCHWAB & CO., INC., MORGAN STANLEY & CO. LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
TAG Associates Florida LLC is a limited liability company registered as an SEC adviser in 2023 that positions itself as a capital allocator and adviser to individuals and small businesses. Its core advisory services are financial planning, discretionary and non‑discretionary portfolio management for individuals/small businesses, and the selection of other advisers. The firm charges a mix of percentage-of-AUM and fixed fees. It does not identify as an active ESG investor and is not listed as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities52%
- Public Funds/Mutual Funds27%
- Private Funds17%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1
David Basner
CEOCRD 2584369
Contacts
3 of 3
L. Shapiro
Partner, Investment CommitteeCRD 2556476
Jorge Gonzalez
Managing DirectorCRD 5029188
Gary Fuhrman
Managing PartnerCRD 1190508
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 810 Seventh Ave
- Time zone
- ET (UTC-5)
- Office locations
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