TAIKO

141 West Jackson Blvd.
Suite 3540
Chicago, Illinois 60604
Tel: 312-300-4781

About TAIKO

TAIKO, formally registered with the SEC as TAIKO. The firm was established in 06/29/2017. They have over 1 offices throughout the country.

TAIKO is a Chicago, Illinois based Financial Planning firm with nearly $1,418,601,659 assets under management, offering retirement planning & investment advisory services to 5105 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	287792
SEC#	801-110639
Assets Managed by Firm	$1,418,601,659
No. of Clients	5105
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	5105	$1,418,601,659
Individuals (other than high net worth individuals)	1168	$321,746,926
High net worth individuals	356	$1,061,810,374
Other investment advisers	3581	$35,044,359

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