Tarigas Investment Advisory
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Joshua Kroll
Investment Adviser RepresentativeCRD 8254627
Nathan Kibler
PartnerCRD 6683892
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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