TAXBRIDGE FINANCIAL GROUP INC
CRD #133360 SEC #801-120859 CAMBRIDGE, MA 617-868-7922
SEC Registered
Total AUM
$100.2M
Discretionary
$100.2M
Employees
2
Clients
1
Accounts
43
Firm Details
- Organization Type
- Corporation
- State of Formation
- Massachusetts
- Fiscal Year End
- JULY
- Registration Date
- --
- Latest Filing
- Aug 7, 2023
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MURRAY, ROBERT, GRANT | I | CHAIRMAN, CEO | NA | Control |
| MURRAY, ROBERT, GRANT | I | CHAIRMAN, CEO | NA | Control |
| MURRAY, ROBERT, GRANT | I | CHAIRMAN, CEO | E | Control |
| MURRAY, ROBERT, GRANT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MURRAY, ROBERT, GRANT | I | CHAIRMAN, CEO | E | Control |
| MURRAY, ROBERT, GRANT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MURRAY, ROBERT, GRANT | I | CHAIRMAN, CEO | E | Control |
| MURRAY, ROBERT, GRANT | I | CHAIRMAN, CEO | E | Control |
| MURRAY, ROBERT, GRANT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MURRAY, ROBERT, GRANT | I | CHAIRMAN, CEO | E | Control |
| MURRAY, ROBERT, GRANT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MURRAY, ROBERT, GRANT | I | CHAIRMAN, CEO | E | Control |
| MURRAY, ROBERT, GRANT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MURRAY, ROBERT, GRANT | I | CHAIRMAN, CEO | E | Control |
| MURRAY, ROBERT, GRANT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MURRAY, ROBERT, GRANT | I | CHAIRMAN, CEO | E | Control |
| MURRAY, ROBERT, GRANT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MURRAY, ROBERT, GRANT | I | CHAIRMAN, CEO | E | Control |
| MURRAY, ROBERT, GRANT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MURRAY, ROBERT, GRANT | I | CHAIRMAN, CEO | E | Control |
| MURRAY, ROBERT, GRANT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| TAX MAN INC | DE | OWNER | E | Control |
| TAX MAN INC | DE | OWNER | E | Control |
| MURRAY, ROBERT, GRANT | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MURRAY, ROBERT, GRANT | I | CHIEF COMPLIANCE OFFICER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MURRAY, ROBERT, GRANT | I | TAX MAN INC | D | Control |
| MURRAY, ROBERT, GRANT | I | TAX MAN INC | D | Control |
| MURRAY, ROBERT, GRANT | I | TAX MAN INC | D | Control |
Registrations
Federal
IA
Aug 7, 2023 REGISTERED
Notice Filings (1)
MA
Address
678 MASS. AVESUITE 203
CAMBRIDGE, MA 02139-3355
United States
Phone: 617-868-7922