Tag Virgin Islands, Inc. is an adviser based in St. Thomas. It manages $9 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2007.
Tag Virgin Islands provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Tag Virgin Islands, Inc. is $9 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -93% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Tag Virgin Islands, Inc. for their services and products based on a percentage of assets under management, fixed fees, commissions, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
James Swen Tagliaferri has been acting as President since 1 Dec 1983. Patricia Josephine Cornell joined the executive team most recently as the Managing Director.
The principal office where Tag Virgin Islands, Inc. performs its advisory services is located at The Tunick Building, St. Thomas, VI 00802 6347, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 340-779-8001 or by fax 340-779-8002. The normal business hours are 9am to 5pm on Monday - Friday.