Tanager Wealth Management
Firm details
- Headquarters
- London,
- CRD number
- 166084
- Registered since
- January 8, 2013
- Website
- www.tanagerwealth.com
- Custodians
- PERSHING LLC, TRANSACT
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI69.8%
- Individuals12.76%
- Other11.76%
- Pension & Profit Sharing Plans4.89%
- Charitable Organizations0.8%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Tanager Wealth Management is an independent registered investment adviser organized as a limited liability partnership and SEC-registered since 2013. The firm is individually owned and positions itself as a capital allocator serving both individuals and families as well as institutional clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements include both percentage-of-AUM billing and fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds79%
- Exchange Traded Equities14%
- Cash & Cash Equivalents4%
- Sovereign Bonds2%
- Non-Exchange Traded Equities1%
Contacts
3 of 13
Kyle Pettigrove
Partner and Financial AdvisorCRD 6375194
Benjamin Phillips
Associate Financial AdvisorCRD 6699971
David Costello
Partner and Financial AdvisorCRD 4189188
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 79Active vs passive
$904M in ETFs
91%
$818M
9%
$85.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $158M | 1,107,276 | 17.44% |
Location
London, null
Location
London, null
Headquartered in London, null.
- Address
- 7th Floor E Wing
- Office locations
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