RIA Intel›Advisers›California›TANGENT RETIREMENT INC

TANGENT RETIREMENT INC

Advisory

CA

Data as of May 17, 2026 · Source: SEC Form ADV

Rank in CA
#3,766
of 5,480 advisers by AUM
Average account
$709K
across 52 accounts
AUM per adviser
$37M
1 adviser

Source: SEC Form ADV. Figures as filed May 17, 2026.

Total AUM
$37M
Discretionary %
100%
Clients
51
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$37M
Discretionary AUM$37M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients51
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

DIVERSIFIED CAPITAL MANAGEMENT, LLC
$37M
+8.9% 1Y
REDMOUNT CAPITAL PARTNERS LLC
NEWPORT BEACH, CA
$37M
IMPERIAL ASSET MANAGEMENT INC
LOS ANGELES, CA
$37M
+15.1% 1Y
PAMINDER SINGH GUJRAL
$37M
STEVEN A. NOROIAN & ASSOCIATES, INC.
LAFAYETTE, CA
$37M
-5.2% 1Y
ROUSH INVESTMENTS, LLC
FRESNO, CA
$37M
+23.3% 1Y

Get the full picture on TANGENT RETIREMENT INC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track TANGENT RETIREMENT INC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans