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Building 2TAURUS ASSET MANAGEMENT, LLC

Map pinNEW YORK, NY
Phone212-457-9922
NotebookSEC #801-62902
Total AUM
$1.4B
Employees
8
Clients
308

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
590 MADISON AVENUE, 9TH FLR
NEW YORK
NY 10022-2524
United States
Operating Hours
8:30AM-5:30PM
Monday - Friday
Phone
212-457-9922

ReceiptFinancials

Total AUM
$1.4B
Accounts
468
Discretionary
$1.4B
Accounts
468
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
95
AUM
$41.1M
HNW Individual Clients
173
AUM
$1.1B
Pension/Profit Sharing Plan Clients
27
AUM
$99.2M
Charitable Organization Clients
1
AUM
$29M
Corporation or Business Clients
12
AUM
$151.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Other FeeCharges Percentage AUM
Other Compensation
BUSINESS MANAGEMENT SERVICES FEE = 1% OF CLIENT'S ANNUAL INCOME

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTDCDEFLGAILMAMDMINCNJNMNYPATXVA

HandshakeAffiliates

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

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