T
$4.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
3 Employees
0 ADV. Clients
29 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Lincoln Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-04-1997
- Office Locations
- 1
Office Locations
191 North Main Street Jonesboro GA
About Tara Financial Group, Inc.
Tara Financial Group, Inc. is a Jonesboro-based RIA. The firm has been operating for 29 years. Managing $4.0M in total assets under management, with 2 advisory representatives. They custody assets with Lincoln Financial.
Team overview
-- AVG AGE
$2.0M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
23.5 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
29yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
N
NOEL KENNETH EDWARDS SR
President
- CRD
- #1436002
- Ownership
- 75% or more
Available
Available
Available
N
NOEL KENNETH EDWARDS JR
VICE PRESIDENT
- CRD
- #2872647
- Ownership
- 5% but less than 10%
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 | $4,045,080 | -- |
| Total | $4,045,080 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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