RIA Intel›Advisers›Texas›TAGGART FINANCIAL GROUP, INC.

TAGGART FINANCIAL GROUP, INC.

Advisory

HOUSTON, TX

Data as of Feb 11, 2011 · Source: SEC Form ADV

Total AUM
$18M
1-Year AUM Growth
0.0%
3-Year CAGR
+13.1%
Employees
0
Assets Under Management
Total AUM$18M
Discretionary AUM$16M
Non-Discretionary AUM$2M
Discretionary %91.5%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record18
First FilingJun 26, 2001
Latest FilingFeb 11, 2011
🔒 Full AUM trend chart and 18 historical filings spanning 10+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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