Company Email Format Management

TAG Associates

Investment Management 810 Seventh Avenue 103 employees

Employees: 103
Contacts: 3
Emails: 3
Phones: 1

tagassoc.com LinkedIn

TAG Associates Overview

Headquarters: 810 Seventh Avenue
Phone Number: Available in AeroLeads
Website: tagassoc.com
Industry: Investment Management
Employees: 103
Founded: 1983
Funding: ,
Company Email: Available in AeroLeads
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Investment Management Income Tax Planning and Preparation Estate Planning Bookkeeping Bill Payment Insurance Consulting Alternative Investments

About TAG Associates

TAG Associates is a leading multi-family office and portfolio management services firm managing approx. $8.5 billion of assets under management for 110 clients. TAG is a registered investment advisor and a registered commodities pool operator. Formed in 1983, TAG has an experienced staff of 71 including senior service coordinators, portfolio management professionals, accountants, bookkeepers and administrators. TAG offers wealthy families and individuals the same approach to successful asset management that is employed by institutions and businesses: -An integrated process of planning how to manage one’s assets; -Allocating among different asset classes; -Selecting investment managers; -Monitoring the results and adapting to changing needs. TAG is free of bias regarding the selection of investment managers, investment products and strategies, and thus chooses independently from the entire universe of talent.

TAG Associates Contact Details

People in AeroLeads: 3
With contact data: 3
Email contacts: 3; 100.0% coverage
Phone contacts: 1; 33.3% coverage

TAG Associates Org Chart

Sample employees and titles

Name	Title	Location	Contact
Jonathan M. Bergman, Cfp	President at Tag Associates	New York, United States	Email Phone
Stacy Haislip, Cfa	Managing Director at Tag Associates	New York, United States	Email
Gonzalo A. Acevedo, Mba	Wealth Management Executive - Asset Allocation, Diversification & Alternative Investments Champion - Hnw & Uhnw Individuals, Families & Businesses	Miami-fort Lauderdale Area, United States	Email