Updated:
Tavel Insurance & Financial Services
TAVEL INSURANCE & FINANCIAL SERVICES, LLC is a state-registered investment adviser. The firm manages approximately $5 million in regulatory assets.
Tavel Insurance & Financial Services
TAVEL INSURANCE & FINANCIAL SERVICES, LLC is a state-registered investment adviser. The firm manages approximately $5 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
St. Louis
Corporate office
St. Louis, MO, United States
Principals
Mark Tavel Jr.
President
Mark Tavel Sr.
Founder (deceased)
Sector focus
Frequently asked questions
Does Tavel Insurance & Financial Services invest in direct deals or through funds?
The office allocates capital across both direct investments and fund commitments, with known activity in private credit funds and syndicated real estate deals, though deal-level transparency is very low (public record).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Source record modified: . Public records carry source-specific dates where available. No population-wide measured refresh cadence or universal verification deadline is established here. Page modified, source captured, fact observed, entity verified and aggregate measured describe different events. Check the date attached to the relevant claim; a missing verification date means unknown. Stored source history does not establish a customer-facing historical-analysis interface. To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: