Tarigas Investment Advisory

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
Lancaster, Pennsylvania
CRD number
338192
Fee structure
Percentage of AUM, Hourly Charges
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Tarigas Investment Advisory is organized as a limited liability company controlled by an individual owner. The firm provides fee-based financial planning and portfolio management services geared to individuals, small businesses, and business or institutional clients. Its billing mix includes a percentage-of-assets arrangement alongside hourly fees. The adviser is not characterized as a capital allocator and does not identify as an active ESG investor. It is not multi-state registered and is not listed as a pension consultant or related adviser. Tarigas maintains an affiliation with an insurance company, which may reflect referral relationships or product access rather than a broader broker-dealer architecture.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Joshua Kroll

    Investment Adviser RepresentativeCRD 8254627

  • Nathan Kibler

    Nathan Kibler

    PartnerCRD 6683892

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Lancaster, PA

Lancaster

Location

Lancaster, PA

Headquartered in Lancaster, PA, in the Northeast of the United States.

Region
Northeast
County
Lancaster
Address
40 N Christian St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth