TAG Group
Finance · Massachusetts, United States · 11-50 Employees
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Overview
Headquarters
444 Washington St Ste 407, Woburn, Massa...Phone Number
(781) 933-6100Website
www.agesbrokerage.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
2
2
2
2
2
About TAG Group
TAG Group, Inc. (TAG) is a diversified financial services company owning a broker dealer, a RIA and an insurance GA. TAG believes that best efforts come from better thinking, and the company aspires to a tradition of private financial management that is characterized by professional collegiality, knowledge sharing and placing fiduciary considerations first in every relationship and engagement. The companys subsidiaries include Trust Advisory Group, Ltd. (TAG), a Registered Investment Advisory firm offering estate, business and financial planning services for both high-net-worth individuals and business entities; Advisory Group Equity Services, Ltd. (AGES), a full-service broker dealer firm and member of FINRA/SIPC that currently clears trades on a fully disclosed basis through INTL FC Stone Clearing, Inc.; and Estate Insurance Services (EIS), a personal and business agency providing a full line of coverage for every personal and business need through independent agents and numerous repRead more
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Revenue
Number of Employees
Type
Funding
Founded In
TAG Group
<$5M
11-50
Private
<$5M
-
N/A
Company Profile Activity
Activity Insights
TAG Group is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
TAG Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about TAG Group.
TAG Group financials insights
Gather financial insights about TAG Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
TAG Group Tech Stack
A closer look at the technologies used by TAG Group
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Most Recent Scoops
Pain Point
Project
An internal source in legal has indicated that the organization is planning to remediate challenges related to data privacy.
Information Security
Funding
TAG Group has received an SBA PPP loan for $150,000-350,000 from Reading Co-Operative Bank, supporting the retention of 10 jobs.
Award
TAG Group has been ranked #2593 on the 2018 Inc. 5000 list, which recognizes the fastest-growing private companies in America.
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TAG Group News & Media
Trust Advisory Group Launches Innovative TAG 2.0 Program to Help Transition Retiring Advisors and Ensure Business Continuity
BOSTON, Sept. 05, 2019 (GLOBE NEWSWIRE) -- Registered Investment Advisor, Trust Advisory Group, Ltd. announces the launch of TAG 2.0, an innovative model developed to improve the business of financial advising. TAG 2.0 addresses today’s industry-wide problem of financial advisors aging out of the workforce with no one in the pipeline to replace them. The TAG 2.0 process is designed to seamlessly transition seasoned financial advisors, their clients and assets to the next generation of
Read more news
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Frequently Asked Questions Regarding TAG Group
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TAG Group, Inc. (TAG) is a diversified financial services company owning a broker dealer, a RIA and an insurance GA. TAG believes that best efforts come from better thinking, and the company aspires to a tradition of private financial management that is characterized by professional collegiality, knowledge sharing and placing fiduciary consideratio... Read More
