TASSEL CAPITAL MANAGEMENT, INC

1220 Mann Drive
Suite 100
Matthews, North Carolina 28105
Tel: 704-814-6780

About TASSEL CAPITAL MANAGEMENT, INC

TASSEL CAPITAL MANAGEMENT, INC, formally registered with the SEC as TASSEL CAPITAL MANAGEMENT, INC. The firm was established in 02/25/2021. They have over 2 offices throughout the country.

TASSEL CAPITAL MANAGEMENT, INC is a Matthews, North Carolina based Financial Planning firm with nearly $225,371,140 assets under management, offering retirement planning & investment advisory services to 804 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	121112
SEC#	801-120382
Assets Managed by Firm	$225,371,140
No. of Clients	804
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	804	$225,371,140
Individuals (other than high net worth individuals)	162	$67,870,817
High net worth individuals	65	$131,483,083
Pension and profit sharing plans	Fewer than 5 clients	$4,941,171
Charitable organizations	Fewer than 5 clients	$14,054,422
Corporations or other businesses	9	$7,021,647

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