|
⚲
|
| Taurus Financial LLC
✚
|
|
|---|---|
| CRD # | 335067 |
| SEC # | 801-135168 |
| CIK # | |
| AUM | $162.5 M (2026-05-20) |
| Employees | 3 (100% Investors, 100% Brokers) |
| Phone | 201-500-6322 |
| Address | 1 Evertrust Plaza Jersey City, NJ 07302 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3 | 0.1 |
| (b) Individuals (high net worth individuals) | 87 | 133.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 33 | 23.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 4.5 |
| (n) Other | 0 | 0.0 |
| Total | 243 | 162.5 |
| By Discretionary | ||
| Discretionary | 178 | 101.1 |
| Non-Discretionary | 65 | 61.3 |
| Total | 243 | 162.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 162.5 | |
| Total | 243 | 162.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Five Eleven Family Office LLC
✚
|
NY | 0.2 |
|
Main Advisory Inc
✚
|
PA | 0.2 |
|
Morman Kaplan Brilliant and Fransko LLC
✚
|
MI | 0.2 |
|
MCS Financial Advisors LLC
✚
|
0.2 | |
|
Lewinter Wealth Advisors LLC
✚
|
0.2 | |
|
Savant Investment Advisers Inc
✚
|
IL | 0.2 |
|
Dedicated Capital Advisors LLC
✚
|
CA | 0.2 |
|
Tempered Investment Management Ltd
✚
|
0.2 | |
|
Bestgate Wealth Advisors LLC
✚
|
MD | 0.2 |
|
JOSS Brown Wealth Advisors Group LLC
✚
|
VA | 0.2 |