TANAGER FINANCIAL SERVICES INC

CRD #106270 SEC #801-50738 WALTHAM, MA 781-893-8040

SEC Registered

Total AUM

$2.4B

Discretionary

$923.1M

Employees

Clients

101

Accounts

1,371

Firm Details

Organization Type: Corporation
State of Formation: --
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 28, 2002
Branch Offices: --

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
ADAMS, BERNARD, RICHARD	I	VICE PRESIDENT AND CHIEF OPERATING OFFICER	NA	Control
ADAMS, BERNARD, RICHARD	I	VICE PRESIDENT	NA	Control
BEATTY, DAVID	I	PRESIDENT	NA	Control
BEATTY, DAVID	I	PRESIDENT	NA	Control
BEATTY, DAVID, LEE	I	PRESIDENT, TRUSTEE	NA	Control
BOBO, STEPHEN, ANDERSON	I	CHAIR OF INVESTMENT COMMITTEE	NA	Control
BOBO, STEPHEN, ANDERSON	I	CHAIR OF INVESTMENT COMMITTEE	NA	Control
BOBO, STEPHEN, ANDERSON	I	CHAIR OF INVESTMENT COMMITTEE	NA	Control
BOBO, STEPHEN, ANDERSON	I	CHAIR OF INVESTMENT COMMITTEE	NA	Control
CARLEY, MARK	I	VICE PRESIDENT	NA	Control
CARLEY, MARK	I	VICE PRESIDENT	NA	Control
CARLEY, MARK	I	VICE PRESIDENT	NA	Control
CARLEY, MARK	I	VICE PRESIDENT	NA	Control
CARLEY, MARK	I	VICE PRESIDENT	NA	Control
CARLEY, MARK, STEPHEN	I	VICE PRESIDENT	NA	Control
DINSMORE, RICHARD, WILSON	I	CCO	NA	Control
DINSMORE, RICHARD, WILSON	I	CCO	NA	Control
FRANK, GLENN, E.	I	VICE PRESIDENT	NA	Control
FRANK, GLENN, E.	I	VICE PRESIDENT	NA	Control
FRANK, GLENN, EDWARD	I	VICE PRESIDENT, TRUSTEE	NA	Control
MARCHAND, DAWN, M.	I	VICE PRESIDENT AND CHIEF OPERATING OFFICER	NA	Control
MARCHAND, DAWN, M.	I	VICE PRESIDENT AND CHIEF OPERATING OFFICER	NA	Control
MARCHAND, DAWN, MICHELLE	I	VICE PRESIDENT AND CHIEF OPERATING OFFICER	NA	Control
OLIVER, STEPHEN	I	VICE PRESIDENT	NA	Control
OLIVER, STEPHEN	I	VICE PRESIDENT	NA	Control
OLIVER, STEPHEN, PRESTON	I	VICE PRESIDENT, TRUSTEE	NA	Control
POOLE, DAWN, M.	I	VICE PRESIDENT	NA	Control
POOLE, DAWN, M.	I	VICE PRESIDENT AND CHIEF OPERATING OFFICER	NA	Control
POOLE, DAWN, M.	I	VICE PRESIDENT AND CHIEF OPERATING OFFICER	NA	Control
REECE, ELIZABETH, A.	I	VICE PRESIDENT	NA	Control
VALPEY, JOHN, B.	I	VICE PRESIDENT	NA	Control
VALPEY, JOHN, B.	I	VICE PRESIDENT	NA	Control
WHITEHEAD, ROBERT, JOHN	I	CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
WHITEHEAD, ROBERT, JOHN	I	CHIEF INVESTMENT OFFICER	NA	Control
WHITEHEAD, ROBERT, JOHN	I	CHIEF INVESTMENT OFFICER	NA	Control
WHITEHEAD, ROBERT, JOHN	I	CHIEF INVESTMENT OFFICER	NA	Control
WHITEHEAD, ROBERT, JOHN	I	CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
TANAGER FINANCIAL SERVICES TRUST	DE	SHAREHOLDER	E	Control
TANAGER FINANCIAL SERVICES TRUST	DE	SHAREHOLDER	E	Control
TANAGER FINANCIAL SERVICES TRUST	DE	SHAREHOLDER	E	Control
BEATTY, DAVID	I	PRESIDENT	D	Control
BEATTY, DAVID	I	PRESIDENT	D	Control
BEATTY, DAVID	I	PRESIDENT	D	Control
FRANK, GLENN, E.	I	VICE PRESIDENT	B	Control
FRANK, GLENN, E.	I	VICE PRESIDENT	B	Control
FRANK, GLENN, E.	I	VICE PRESIDENT	B	Control
OLIVER, STEPHEN	I	VICE PRESIDENT	B	Control
OLIVER, STEPHEN	I	VICE PRESIDENT	B	Control
OLIVER, STEPHEN	I	VICE PRESIDENT	B	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
BEATTY, DAVID	I	TANAGER FINANCIAL SERVICES TRUST	D	Control
BEATTY, DAVID	I	TANAGER FINANCIAL SERVICES TRUST	D	Control
FRANK, GLENN, E.	I	TANAGER FINANCIAL SERVICES TRUST	C	Control
FRANK, GLENN, E.	I	TANAGER FINANCIAL SERVICES TRUST	C	Control
OLIVER, STEPHEN	I	TANAGER FINANCIAL SERVICES TRUST	C	Control
OLIVER, STEPHEN	I	TANAGER FINANCIAL SERVICES TRUST	C	Control

Registrations

Federal

Mar 28, 2002 REGISTERED

Notice Filings (4)

FL MA NH PA

Address

800 SOUTH STREET
SUITE 195
WALTHAM, MA 2453
USA

Phone: 781-893-8040