T
$36.9M Total AUM
$36.9M Disc. AUM
-- 3Y CAGR
1 Employees
51 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-11-2026
- Office Locations
- 1
Office Locations
-- Irvine CA
About Tangent Retirement
Tangent Retirement is a Irvine-based RIA. The firm has been operating for 0 years. Managing $36.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$36.9M AVG AUM / ADVISOR
$722.8K AVG AUM / CLIENT
0.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
L
LEE BURTON JONES
Chief Compliance Officer, Wealth Manager
- CRD
- #4596168
- 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 | $36,861,592 | -- |
| Non-Discretionary | $0 | -- |
| Total | $36,861,592 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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