Overview
Assets Under Management: $207 million
Headquarters: SAUGERTIES, NY
High-Net-Worth Clients: 110
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 110
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.57
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 549
Discretionary Accounts: 549
Regulatory Filings
CRD Number: 123961
Last Filing Date: 2025-02-21 00:00:00
Website: https://taconicadvisors.com