TACONIC ADVISORS
Tel: 845-486-5039 382 Main Street Saugerties, New York 12477
About TACONIC ADVISORS
TACONIC ADVISORS is a Saugerties, New York based financial advisory firm with nearly $206,907,007 in assets under management and provides investment advisory services for 549 clients. There are currently 6 financial advisors at the firm.
General Information
Firm CRD#:
123961
Firm SEC#:
801-125808
Assets Under Management:
$206,907,007
No. of Clients:
549
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (TAX PLANNING)
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