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Building 2TAURUS FINANCIAL

Map pinJERSEY CITY, NJ
Phone201 500 6322
NotebookSEC #801-135168
Total AUM
$162.5M
Employees
3
Clients
127

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 EVERTRUST PLAZA
SUITE 305
JERSEY CITY
NJ 07302
United States
Operating Hours
9:00 AM - 8:00 PM
Monday - Friday
Phone
201 500 6322

ReceiptFinancials

Total AUM
$162.5M
Accounts
243
Discretionary
$101.1M
Accounts
178
Non-Discretionary
$61.3M
Accounts
65

ContactClients

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Individual Clients
3
AUM
$140.4K
HNW Individual Clients
87
AUM
$133.8M
Pension/Profit Sharing Plan Clients
33
AUM
$23.9M
Corporation or Business Clients
4
AUM
$4.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMANHNJNYTXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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