TAC PARTNERS, INC.

53 State Street
Suite 2602
Boston, Massachusetts 02109-3208
Tel: (617) 345-7200

About TAC PARTNERS, INC.

TAC PARTNERS, INC, formally registered with the SEC as TAC PARTNERS, INC. The firm was established in 03/30/2012. They have over 2 offices throughout the country.

TAC PARTNERS, INC. is a Boston, Massachusetts based Financial Planning firm with nearly $1,082,602,375 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	158249
SEC#	801-74345
Assets Managed by Firm	$1,082,602,375
No. of Clients	6
No. of Advisors	16

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	6	$1,082,602,375

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