|
⚲
|
| Taglich Brothers Inc
✚
| |
|---|---|
| CRD # | 29102 |
| SEC # | 801-68376 |
| CIK # | |
| AUM | $57.5 MM (2024-02-07) |
| Employees | 3 (67% Investors, 100% Brokers) |
| Phone | 631-757-1500 |
| Address | 37 Main Street Cold Spring Harbor, NY 11724 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 121 | 25.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 74 | 32.1 |
| (n) Other | 0 | 0.0 |
| Total | 195 | 57.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 195 | 57.5 |
| Total | 195 | 57.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 57.5 | |
| Total | 195 | 57.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Retirable Inc
✚
|
NY | 0.1 |
|
Thinking Big Financial Inc
✚
|
NY | 0.1 |
|
Main Street Financial LLC
✚
|
NY | 0.1 |
|
Liberty Wealth Managers LLC
✚
|
NY | 0.1 |
|
Harvest Capital Assets LLC
✚
|
NY | 0.1 |
|
EVER Green Wealth Management LLC
✚
|
NY | 0.1 |
|
R Seeger Wealth Management Ltd
✚
|
NY | 0.1 |
|
O'Domhnaill Enterprises Inc
✚
|
WY | 0.1 |
|
Wimer Investment Management LLC
✚
|
NJ | 0.1 |
|
WPM Wealth Advisors LLC
✚
|
NY | 0.1 |