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Building 2TAG ASSOCIATES LLC

Map pinNEW YORK, NY
Phone212-275-1500
NotebookSEC #801-60908
Total AUM
$7.1B
Employees
71
Clients
91

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
810 SEVENTH AVENUE
7TH FLOOR
NEW YORK
NY 10019-5890
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
212-275-1500
Other Offices
1

ReceiptFinancials

Total AUM
$7.1B
Accounts
1,366
Discretionary
$319.1M
Accounts
29
Non-Discretionary
$6.7B
Accounts
1,337

ContactClients

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HNW Individual Clients
80
AUM
$6.9B
Pooled Vehicle Clients
10
AUM
$202.5M
Pension/Profit Sharing Plan Clients
1
AUM
$8.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLIDNYTX

HandshakeAffiliates

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Affiliates
Reported 13 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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