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TAG ASSOCIATES FLORIDA LLC

NEW YORK, NY · CRD 325292 · IAPD ↗ · tagassoc.com · 212-275-1500

$35.5MRegulatory AUM
23Advisory reps
71Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2024 — TAG ASSOCIATES FLORIDA LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.