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In-House Asset Management Platform Tops $2 Billion at TAG Advisors

Summary by Dwealth.news
60% growth since last September puts firm ahead of goal to reach $3 billion AUM by the end of 2027.  By DWN Staff: An in-house asset management platform is gaining traction at TAG Advisors, the $24 billion Enterprise OSJ affiliated with Cambridge Investment Research and located in Glen Allen, Virginia. TAG Invest, launched by the firm in 2022, has surpassed $2 billion in assets under management, an increase of more than 60% since September 2025.…
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Dwealth.news broke the news on Thursday, August 20, 2026.
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