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TAG Associates, LLC

EST. AUM
$7,067,528,406

CONTACTS
21

CLIENT ACCOUNTS
1,366

Firm Details

Metro area New York City
CRD Number 116959
Website tagassoc.com
Client types

Overview

TAG Associates is an independent, fee-only Registered Investment Adviser and multi-family office founded in 1983 and headquartered in New York City. The firm offers comprehensive wealth management, investment advisory, and family office services to high-net-worth individuals, families, endowments, and foundations. TAG delivers objective, conflict-free advice through an open-architecture platform and partners with third-party investment managers across public and private markets. With a disciplined investment approach grounded in research and fiduciary responsibility, TAG helps clients manage complex portfolios and generational wealth.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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