Tangent Financial
RIAState Registered
Total AUM
$518K
Discretionary
$518K
100% of AUM
Avg account
$104K
Accounts
5
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 311127
- Website
- www.tangentfin.co
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Tangent Financial is an independent, owner-operated registered investment adviser that serves individual and family clients, as well as small businesses. The firm’s advisory slate centers on financial planning and portfolio management, and it charges clients via a mix of percentage-of-AUM fees, hourly billing, and fixed-fee arrangements. Filings indicate the firm is not active on ESG integration and is organized as a limited liability company.
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 Equities75%
- Cash & Cash Equivalents25%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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