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Building 2TAGLICH BROTHERS, INC.

Map pinCOLD SPRING HARBOR, NY
Phone631-757-1500
NotebookSEC #801-68376
Total AUM
$37.7M
Employees
5
Clients
186

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
37 MAIN STREET
COLD SPRING HARBOR
NY 11724
United States
Operating Hours
9AM-5PM MON-THURS; 9AM-4PM FRIDAY
Monday - Friday
Phone
631-757-1500

ReceiptFinancials

Total AUM
$37.7M
Accounts
186
Discretionary
$0
Accounts
0
Non-Discretionary
$37.7M
Accounts
186

ContactClients

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HNW Individual Clients
111
AUM
$16.3M
Corporation or Business Clients
75
AUM
$21.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
TAGLICH RECEIVES PLACEMENT AGENT FEES IN CONNECTION WITH ADVISOR

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Penalty/Cease-and-DesistSRO Rule Violation
State Registrations
NY

HandshakeAffiliates

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

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