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TAPP ENGINE ADVISORS LLC

1400 Hancock Street
6th Floor
Quincy, Massachusetts 02169
Tel: 617-221-6545

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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 StatusApproved
Firm CRD#311303
SEC#801-121728
Assets Managed by Firm$15
No. of Clients1
No. of Advisors3

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total1$15
Individuals (other than high net worth individuals)1$15

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