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$517.8K Total AUM
$517.8K Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-22-2024
- Office Locations
- 1
Office Locations
-- Honolulu HI
About Tangent Financial
Tangent Financial is a Honolulu-based RIA. The firm has been operating for 2 years. Managing $517.8K in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank.
Team overview
-- AVG AGE
$517.8K AVG AUM / ADVISOR
$103.6K AVG AUM / CLIENT
2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
Jeffery Robert Margolf
Chief Compliance Officer, Corporate Development, Director, Managing Member
- CRD
- #7669561
- 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 | $517,809 | -- |
| Non-Discretionary | $0 | -- |
| Total | $517,809 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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