TACONIC ADVISORS

382 Main Street
Saugerties, New York 12477
Tel: 845-486-5039

About TACONIC ADVISORS

TACONIC ADVISORS, formally registered with the SEC as TACONIC ADVISORS. The firm was established in 06/03/2022. They have over 4 offices throughout the country.

TACONIC ADVISORS is a Saugerties, New York based Financial Planning firm with nearly $206,907,007 assets under management, offering retirement planning & investment advisory services to 549 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	123961
SEC#	801-125808
Assets Managed by Firm	$206,907,007
No. of Clients	549
No. of Advisors	6

Fee Structure

Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (TAX PLANNING)

Firm Client Information

	No. of Clients	AUM
Firm Total	549	$206,907,007
Individuals (other than high net worth individuals)	21	$11,236,194
High net worth individuals	110	$195,670,813

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