RIA Intelligence

TAGGART FINANCIAL GROUP, INC.

CRD #111630 SEC #801-60386 HOUSTON, TX 713-961-9888
SEC Registered
Total AUM
$17.6M
Discretionary
$16.1M
Employees
5
Clients
0
Accounts
195

Firm Details

Organization Type
Corporation
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 11, 2011
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
TAGGART, PHILIP, WINSTONICHAIRMANE Control
TAGGART, PHILIP, WINSTONICHAIRMANE Control
TAGGART, PHILIP, WINSTONICHAIRMANE Control
TAGGART, PHILIP, WINSTONICHAIRMANE Control
TAGGART, PHILIP, WINSTONICHAIRMANE Control
TAGGART, PHILIP, WINSTONICHAIRMANE Control

Registrations

Federal

IA
Feb 11, 2011 REGISTERED

Notice Filings (1)

TX

Address

770 SOUTH POST OAK LANE,SUITE 690
HOUSTON, TX 77056
United States
Phone: 713-961-9888