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TANGENT RETIREMENT

TANGENT RETIREMENT INC

CRD 340705

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$36.9M

Discretionary AUM

$36.9M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-05-17

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals36$10.3M
High net worth individuals15$26.6M

All web addresses on file

Official SEC filing: View on IAPD