Overview
Assets Under Management: $117 million
Headquarters: HANOVER, NH
High-Net-Worth Clients: 18
Average Client Assets: $6 million
Frequently Asked Questions
MICHAEL D. TAXMAN INVESTMENT MANAGEMENT,LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #126670), MICHAEL D. TAXMAN INVESTMENT MANAGEMENT,LLC is subject to fiduciary duty under federal law.
MICHAEL D. TAXMAN INVESTMENT MANAGEMENT,LLC is headquartered in HANOVER, NH.
MICHAEL D. TAXMAN INVESTMENT MANAGEMENT,LLC serves 18 high-net-worth clients according to their SEC filing dated January 23, 2025. View client details ↓
According to their SEC Form ADV, MICHAEL D. TAXMAN INVESTMENT MANAGEMENT,LLC offers portfolio management for individuals. View all service details ↓
MICHAEL D. TAXMAN INVESTMENT MANAGEMENT,LLC manages $117 million in client assets according to their SEC filing dated January 23, 2025.
According to their SEC Form ADV, MICHAEL D. TAXMAN INVESTMENT MANAGEMENT,LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 18
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.65
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 70
Discretionary Accounts: 70
Regulatory Filings
CRD Number: 126670
Last Filing Date: 2025-01-23 00:00:00
Website: https://mdtinvest.com