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Home > Retirement Planners > north carolina > charlotte > TAGSTONE CAPITAL, INC.
TAGSTONE CAPITAL, INC.
1515 Mockingbird Lane
4th Floor
Charlotte, North Carolina 28209-3298
Tel: 704-533-8900
About TAGSTONE CAPITAL, INC.
TAGSTONE CAPITAL, INC, formally registered with the SEC as TAGSTONE CAPITAL, INC. The firm was established in 08/13/2021. They have over 1 offices throughout the country.
TAGSTONE CAPITAL, INC. is a Charlotte, North Carolina based Financial Planning firm with nearly $309,141,000 assets under management, offering retirement planning & investment advisory services to 211 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 158864 |
| SEC# | 801-121704 |
| Assets Managed by Firm | $309,141,000 |
| No. of Clients | 211 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 211 | $309,141,000 |
| Individuals (other than high net worth individuals) | Fewer than 5 clients | $636,000 |
| High net worth individuals | 37 | $256,779,000 |
| Pension and profit sharing plans | Fewer than 5 clients | $51,726,000 |
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