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Building 2TACONIC ADVISORS

Map pinSAUGERTIES, NY
Phone845-486-5039
NotebookSEC #801-125808
Total AUM
$246.3M
Employees
6
Clients
133

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
382 MAIN STREET
SAUGERTIES
NY 12477
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
845-486-5039
Other Offices
3

ReceiptFinancials

Total AUM
$246.3M
Accounts
598
Discretionary
$246.3M
Accounts
598
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
26
AUM
$15.5M
HNW Individual Clients
107
AUM
$230.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX PLANNING
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
MANYPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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