TAGLICH BROTHERS, INC.

37 Main Street
Cold Spring Harbor, New York 11724
Tel: 631-757-1500

About TAGLICH BROTHERS, INC.

TAGLICH BROTHERS, INC, formally registered with the SEC as TAGLICH BROTHERS, INC. The firm was established in 11/06/2007. They have over 1 offices throughout the country.

TAGLICH BROTHERS, INC. is a Cold Spring Harbor, New York based Financial Planning firm with nearly $45,136,551 assets under management, offering retirement planning & investment advisory services to 190 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	29102
SEC#	801-68376
Assets Managed by Firm	$45,136,551
No. of Clients	190
No. of Advisors	9

Fee Structure

A percentage of AUM
Other (TAGLICH RECEIVES PLACEMENT AGENT FEES IN CONNECTION WITH ADVISOR)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	190	$45,136,551
High net worth individuals	116	$20,144,514
Corporations or other businesses	74	$24,992,037

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BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
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MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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