$15.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
28 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-06-1998
- Office Locations
- 1
Office Locations
7501 Lemont Rd. Suite 240 Woodridge IL
About D/B/A Financial Awareness Institute
Financial Awareness Institute (FAI) delivers employer-sponsored financial wellness education for employees of major corporations, unions, government agencies and the U.S. Military. Since 1980 it has provided objective money-management and retirement planning support via live seminars, online mini-lessons with quizzes and usage reporting, and one-on-one coaching—selling no insurance, investment, or financial planning products.
Team overview
-- AVG AGE
$15.0M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
28.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
G
GARY TAGTMEIER MR.
Founder, President
- CRD
- #2997847
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $15,000,000 | -- |
| Total | $15,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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