TAG Associates is an independent, privately owned wealth management firm offering investment management and family office services to individuals, families, endowments, and foundations with substantial assets. Self-described as having approximately $8 billion in assets under management.

TAG Associates

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President

Jonathan Bergman

Business Management

Stanley Pantowich

Director

Adam Fedechko

Director of Business Development

Bari Goldman

Director, Multi Family Office

Galina Portnoy, CPA

Heather Weiser

Joanne Ra, Cpa

Managing Director

John Pantowich

Jorge Gonzalez

Liza Pavlow

New York Consulting Companies (Top 10K)

New York Companies With More Than $10M in Revenue (Top 10K)

Northeastern US Financial Services Companies (Top 10K)

City of New York Companies With More Than $10M in Revenue

TAG Associates is an investment management company providing investment management and income tax planning services.

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New York

United States

North America

TAG Associates Appoints Lane Fraum to Head West Palm Beach Office

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Asia

Indonesia

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news impact assignment basic	general
public peers	general	Sep 24, 2024 7:12 PM	0d9d9b9d
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news processing daily refresh	general
news impact assignment daily	general
news processing basic	general
company summary	general
signals	general	Sep 24, 2024 7:12 PM	61347f79
crunchbase trigger	general	Nov 27, 2024 12:50 PM	775cd316
crunchbase profile	general	Nov 28, 2024 8:38 AM	5dcecc52
li profile	general
translate crunchbase fundingrounds	general	Nov 28, 2024 9:13 AM	e61ee75d
peers	general	Sep 24, 2024 7:12 PM	efcb1736
news basic	general	Sep 24, 2024 7:12 PM	169cbf32
bundesanzeiger	filings
financials download nd	financials
private financials	financials

COM:TAGASSOC

TAG Associates