$15.6M Total AUM
$15.6M Disc. AUM
-- 3Y CAGR
1 Employees
83 ADV. Clients
12 yrs Firm Age
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- Custodian
- Assetmark · Betterment · Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-17-2014
- Office Locations
- 1
Office Locations
45 Prospect Street 5TH Floor Cambridge MA
About Tanin, Tunc
Tanin Financial is a Cambridge, MA-based advisor providing financial planning and investment advice, plus tax management (including ITIN support) and insurance solutions such as travel and life coverage. The practice serves individuals and entrepreneurs and implements portfolios primarily with ETFs. Platform relationships include Betterment Securities.
Team overview
43 AVG AGE
$15.6M AVG AUM / ADVISOR
$188.3K AVG AUM / CLIENT
12.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
T
TUNC TANIN
Advisor, Chief Compliance Officer
- CRD
- #4996984
- 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 | $15,632,650 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,632,650 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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