TAG Associates
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Finance · New York, United States · 51-200 Employees

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Overview

Headquarters

810 7th Ave Fl 7, New York, New York, 10...

Phone Number

(212) 275-1500

Revenue

$21.7 Million

Industry

Finance Securities Trading

About TAG Associates

TAG Associates was founded in 1983 to offer a more effective and personalized way to serve the family office and investment needs of wealthy individuals, families, endowments and foundations. As one of the first multi-family offices, TAG Associates pioneered the integrated, objective fiduciary model. Since that time, the firm has established itself as a leader in the wealth management business, with more than $8 billion in assets under management serving over 110 high net worth families.Explore more
TAG Associates's Social MediaSIC Code 62,628NAICS Code 52,523Show more

TAG Associates Org Chart

DB
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President & Chief Executive Officer

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Co-Owner and Chief Financial Officer

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Controller

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Compare Similar Companies to TAG Associates

Compare insights from companies similar to TAG Associates, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

TAG Associates

$21.7M
51-200
Private
<$5M
1983
DB
David BasnerPresident & CEO
$50M
51-200
Private
-
1999
Jennifer Moreland, Partner, Chief Financial Officer at Freestone
Jennifer MorelandPartner, Chief Financial Officer
$41.2M
51-200
Private
-
2004
MO
Michael OliveriChief Financial Officer
$39.5M
51-200
Private
<$5M
1996
$30.4M
51-200
Private
-
1977
AM
Ann MorinManager - Business Development
$19.5M
11-50
Private
<$5M
1995
$16.5M
51-200
Private
-
2004
TT
Taylor ThurmanChief Operating Officer, Investments
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TAG Associates Tech Stack

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Frequently Asked Questions Regarding TAG Associates

What is TAG Associates's official website?
TAG Associates's official website is www.tagassoc.com
What is TAG Associates's Revenue?
TAG Associates's revenue is $21.7 Million
What is TAG Associates's SIC code?
TAG Associates's SIC: 62,628
What is TAG Associates's NAICS code?
TAG Associates's NAICS: 52,523
How many employees does TAG Associates have?
TAG Associates has 51-200 employees
What industry does TAG Associates belong to?
TAG Associates is in the industry of: Finance, Securities Trading
What is TAG Associates competition?
TAG Associates top competitors include: Coldstream Holdings, Simon Quick Advisors, Ellwood Associates, Heritage Financial Services
What technology does TAG Associates use?
Some of the popular technologies that TAG Associates uses are: goo.gl, WordPress.org, HubSpot Marketing Free, Cloudflare CDN
Who is the CFO of TAG Associates?
TAG Associates's CFO is Terry Gauntt
How do I contact TAG Associates?
TAG Associates contact info: Phone number: (212) 275-1500 Website: www.tagassoc.com
What does TAG Associates do?

TAG Associates was founded in 1983 to offer a more effective and personalized way to serve the family office and investment needs of wealthy individuals, families, endowments and foundations. As one of the first multi-family offices, TAG Associates pioneered the integrated, objective fiduciary model. Since that time, the firm has established itself... as a leader in the wealth management business, with more than $8 billion in assets under management serving over 110 high net worth families.Read More

What are TAG Associates social media links?
TAG Associates Linkedin page TAG Associates Twitter page TAG Associates Facebook page
Is TAG Associates a public company?
TAG Associates is private company therefore does not currently have an official ticker symbol
See more information about TAG Associates

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