TAG FINANCIAL INC

THE ADVISORY GROUP
DIAMOND BAR, California·2 registered advisors·CRD# 109175
SEC# 801-577151909.869.7880
01

Firm Overview

AUM
$380M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TAG FINANCIAL INC

2 registered advisors
Brent James Beverly
DIAMOND BAR, California
Christian Francis Li
DIAMOND BAR, California
05

Office Locations

DIAMOND BAR, California
2 advisors

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Data sourced from SEC Form ADV filings. TAG FINANCIAL INC (CRD# 109175) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.