TAGLICH BROTHERS, INC.
Tel: 631-757-1500 37 Main Street Cold Spring Harbor, New York 11724
About TAGLICH BROTHERS, INC.
TAGLICH BROTHERS, INC. is a Cold Spring Harbor, New York based financial advisory firm with nearly $45,136,551 in assets under management and provides investment advisory services for 190 clients. There are currently 9 financial advisors at the firm.
General Information
Firm CRD#:
29102
Firm SEC#:
801-68376
Assets Under Management:
$45,136,551
No. of Clients:
190
No. of Advisors:
9
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Other (TAGLICH RECEIVES PLACEMENT AGENT FEES IN CONNECTION WITH ADVISOR)
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