TANGENT FINANCIAL

Overview

Tangent Financial is an independent, individually owned registered investment adviser operating as a limited liability company that serves individuals and families. The firm provides financial planning and portfolio management services geared toward individual and small-business clients. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Tangent Financial does not identify itself as an active ESG investor, does not act as a capital allocator, and is not listed as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices