Tag Associates Florida Llc
- Regulatory AUM
- $35.5M
- Discretionary
- $0
- Clients
- 0
- Avg AUM / client
- —
- Accounts
- 17
- Employees
- 71
AUM over time
Annual snapshots from Form ADV filings · as of Jun 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | Fewer than 5 clients | $35.5M | 100.0% |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Basner, David, Eric | Chief Executive Officer | Oct 2009 (17y) | Less than 5% | |
| Fuhrman, Gary, Lee | Chairman Of Tag Associates Florida & Tag Holdings | Oct 2009 (17y) | ≈ 56.25% – 100% via Tag Associates Holdings Llc | |
| Gonzalez, Jorge, L | Chief Compliance Officer | Jan 2023 (4y) | Less than 5% | |
| Jonathan Michael Bergman | President | CFP | Jan 2023 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Tag Associates Holdings Llc | Member | Jan 2023 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Fuhrman, Gary, Lee: 75% – 100% of Tag Associates Holdings Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/26/2026 | 1.43 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $19.6M (55% of AUM) Jun 2026
- Morgan Stanley $9.5M (27% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 26, 2026.
View current Form ADV (SEC/IAPD) ↗