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TAC PARTNERS, INC.
TAC PARTNERS, INC.
BOSTON, Massachusetts
·
6 registered advisors
·
CRD# 158249
SEC# 801-74345
1
(617) 345-7200
01
Firm Overview
AUM
$1.1B
Regulatory assets under management
Employees
16
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at TAC PARTNERS, INC.
6 registered advisors
Brian Michael Clark
BOSTON, Massachusetts
CRD# 4016648
David Dunbar Croll
BOSTON, Massachusetts
CRD# 4347293
Edward Joseph Keefe
BOSTON, Massachusetts
CRD# 5934446
Gillis Shanahan Cashman
BOSTON, Massachusetts
CRD# 2773640
James Francis Wade
BOSTON, Massachusetts
CRD# 5934456
Robert Pierre Savignol
BOSTON, Massachusetts
CRD# 6808787
05
Office Locations
BOSTON, Massachusetts
6 advisors
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Data sourced from SEC Form ADV filings. TAC PARTNERS, INC. (CRD# 158249) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.