TAG Associates LL Logo
About TAG button News and Press button
Why Choose TAG button Current ADV button
The Process button Contact Info button
Services button
Client Profile
Intro Philosophy Client Profile The People of TAG

OUR CLIENTS

  • Over $4.5 billion in managed portfolios
    • $2.3 billion in traditional stocks and bonds
    • $2.2 billion in alternative investments/hedge funds
  • 47 comprehensive wealth management client relationships
    • Average portfolio size $65 million
    • Median portfolio size $39 million
  • 43 portfolio management client relationships
    • Average portfolio size $25 million
    • Median portfolio size $13 million
  • Geographically diverse throughout the United States

(As of March 31, 2006)

75 Rockefeller Plaza • New York, New York 10019 • Telephone: 212.275.1500 • Fax: 212.275.1510
Copyright © 2002 TAG Associates LLC. All Rights Reserved.