TANIN, TUNC

Overview

Tanin, Tunc operates as a sole-proprietorship independent RIA that serves individuals and families, with a focus on financial planning and portfolio management for individual and small-business clients. The firm’s business mix blends advisory services with insurance brokerage and accounting activities, and it supplements client work with educational seminars and workshops. The ownership structure is individual-led, and the adviser uses a flexible fee model that includes asset-based fees, hourly and fixed charges, and commission arrangements — a setup that supports both fee-only planning and commissionable product delivery. Investment activity is concentrated in publicly traded equities and exchange-traded instruments. The firm shows a clear equity preference in portfolio construction, using separately managed accounts and exchange-traded vehicles to implement strategies that prioritize liquidity, tax-awareness, and client-level customization. Tanin, Tunc does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices