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TAPP ENGINE ADVISORS LLC
1400 Hancock Street
6th Floor
Quincy, Massachusetts 02169
Tel: 617-221-6545
About TAPP ENGINE ADVISORS LLC
TAPP ENGINE ADVISORS LLC, formally registered with the SEC as TAPP ENGINE ADVISORS LLC. The firm was established in 07/16/2021. They have over 2 offices throughout the country.
TAPP ENGINE ADVISORS LLC is a Quincy, Massachusetts based Financial Planning firm with nearly $15 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 311303 |
| SEC# | 801-121728 |
| Assets Managed by Firm | $15 |
| No. of Clients | 1 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $15 |
| Individuals (other than high net worth individuals) | 1 | $15 |
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|---|---|---|---|
| $3,964,385,404,654 | 31349 | 1264 | |
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