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TAURUS ASSET MANAGEMENT, LLC
590 Madison Avenue, 9th Flr
New York, New York 10022-2524
Tel: 212-457-9922
About TAURUS ASSET MANAGEMENT, LLC
TAURUS ASSET MANAGEMENT, LLC, formally registered with the SEC as TAURUS ASSET MANAGEMENT, LLC. The firm was established in 03/12/2004. They have over 1 offices throughout the country.
TAURUS ASSET MANAGEMENT, LLC is a New York, New York based Financial Planning firm with nearly $1,281,266,113 assets under management, offering retirement planning & investment advisory services to 460 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 130930 |
| SEC# | 801-62902 |
| Assets Managed by Firm | $1,281,266,113 |
| No. of Clients | 460 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Commission Based
- Other (BUSINESS MANAGEMENT SERVICES FEE = 1% OF CLIENT'S ANNUAL INCOME)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 460 | $1,281,266,113 |
| Individuals (other than high net worth individuals) | 98 | $42,747,015 |
| High net worth individuals | 163 | $983,299,996 |
| Pension and profit sharing plans | 27 | $89,535,123 |
| Charitable organizations | Fewer than 5 clients | $33,615,284 |
| Corporations or other businesses | 13 | $132,068,695 |
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