TAGLICH BROTHERS, INC. - Financial Advisor in New York, Cold Spring Harbor

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:

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)

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in New York?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in New York, Cold Spring Harbor

FirmCRD#:304646

SEC#:801-126200

No. of Advisors:7

No. of Clients:3

AUM:$450,897,340

FirmCRD#:331742

SEC#:801-130982

No. of Advisors:1

No. of Clients:25

AUM:$35,000,000

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

LLOYD HARBOR CAPITAL MANAGEMENT, LLC

304646

801-126200

$450,897,340

AIML TRADING PARTNERS

331742

801-130982

$35,000,000

Explore More Financial Advisor Firms in Cold Spring Harbor, New York >>