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| Happy Holidays!! thanks for using AUM13F!! |
| Taglich Brothers Inc
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| CRD # | 29102 |
| SEC # | 801-68376 |
| CIK # | |
| AUM | $45.1 M (2025-06-25) |
| Employees | 9 (22% Investors, 89% Brokers) |
| Phone | 631-757-1500 |
| Address | 37 Main Street Cold Spring Harbor, NY 11724 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 116 | 20.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 74 | 25.0 |
| (n) Other | 0 | 0.0 |
| Total | 190 | 45.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 190 | 45.1 |
| Total | 190 | 45.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 44.7 | |
| Total | 190 | 45.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
R & R Financial Planners Inc
✚
|
NY | 0.0 |
|
Summer Creek Wealth Management LLC
✚
|
0.0 | |
|
Corinthian Partners Asset Management LLC
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NY | 0.0 |
|
Southwestern Money Management LLC
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|
TX | 0.0 |
|
Mohawk Capital Advisors LLC
✚
|
0.0 | |
|
Glassman Wealth Management LLC
✚
|
0.0 | |
|
New Amsterdam Wealth Planning
✚
|
NJ | 0.0 |
|
Forte Advisory Services LLC
✚
|
NY | 0.0 |
|
Investire LLC
✚
|
0.0 | |
|
Iconoclastic Capital Management LLC
✚
|
NY | 0.0 |