John Steven Pantowich
Investment adviser representative at Tag Associates LLC
24 yearsExperience
1 stateRegistered in
$7.1BFirm assets
24 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Tag Associates LLCJan 2002 to now
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Tag Associates LLC
$7.1BAssets managed
90Clients
1Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4332367
- Firm CRD
- 116959