Tangent Retirement

RIASEC & State Registered
Total AUM
$36.9M
Discretionary
$36.9M
100% of AUM
Avg account
$709K
Accounts
52
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
340705
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI72.18%
  • Individuals27.82%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Tangent Retirement is an independent, privately owned registered investment adviser organized as a corporation that serves individual and family clients. The firm describes itself as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and selection-of-other-advisers services. Compensation is primarily a percentage-of-AUM fee with the option to charge hourly for certain engagements. Tangent Retirement is not positioned as an active ESG investor and is not identified as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, US Government Bonds 5%95%
  • Exchange Traded Equities95%
  • US Government Bonds5%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth