TARA FINANCIAL GROUP, INC.
Firm details
- Headquarters
- JONESBORO, Georgia
- CRD number
- 125149
- Website
- tarafinancialgroup.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI38.46%
- Corporations / Businesses34.01%
- Individuals27.54%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Tara Financial Group, Inc. is a small, individually owned corporate advisory firm that operates as an insurance broker and provides financial planning and portfolio management services aimed at individuals and small businesses. The firm charges fees based on a percentage of assets under management and does not position itself as a capital allocator or pension consultant. According to its profile, Tara Financial Group is not an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
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
- Other90%
- Exchange Traded Equities5%
- Cash & Cash Equivalents3%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Contacts
2 of 2NOEL EDWARDS SR
PresidentCRD 1436002
NOEL EDWARDS JR
President and FounderCRD 2872647
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
JONESBORO, GA
CLAYTON
Location
JONESBORO, GA
Headquartered in JONESBORO, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- CLAYTON
- Address
- 191 N Main St
- Time zone
- ET (UTC-5)
- Office locations
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