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- Custodian
- Charles Schwab & Company · Morgan Stanley
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2023
- Office Locations
- 1
Office Locations
About TAG Associates Florida LLC
TAG Associates is an independent, privately owned wealth management firm founded in 1983. The firm provides investment management and family office services—including portfolio management and an approach to alternatives—for high-net-worth individuals and families as well as endowments and foundations. TAG has been recognized by Private Asset Management as Best Multi-Family Office and cited in Barron’s Top 100 RIA Firms list.
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Owner & Executives
DAVID ERIC BASNER
Chief Executive Officer, PARTNER
- CRD
- --
- Ownership
- Less than 5%
GARY LEE FUHRMAN
Chairman, Chief Executive Officer
- CRD
- --
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $35,467,645 | $2,086,332 |
| Total | $35,467,645 | $2,086,332 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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