Tag Associates Florida LLC
Tag Associates Florida LLC is an SEC-registered ria in New York, NY with $35.5M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Tag Associates Florida LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 325292, SEC 801-127597, data through 2026-06-26.
- AUM (assets under management / regulatory AUM)
- $35.5M (2026-06-26)
- Firm type
- Ria
- Location
- New York, NY
- Employees
- 71
- CRD
- 325292
- Ownership
- BASNER, DAVID, ERIC; TAG ASSOCIATES HOLDINGS LLC; SHAPIRO, L., NEIL; GONZALEZ, JORGE, L; FUHRMAN, GARY, LEE
How much AUM does Tag Associates Florida LLC have?
Tag Associates Florida LLC reported $35.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-26).
Who owns Tag Associates Florida LLC?
Disclosed owners and executives of Tag Associates Florida LLC include BASNER, DAVID, ERIC, TAG ASSOCIATES HOLDINGS LLC, SHAPIRO, L., NEIL, GONZALEZ, JORGE, L, FUHRMAN, GARY, LEE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.