Overview
Assets Under Management: $207 million
Headquarters: SAUGERTIES, NY
High-Net-Worth Clients: 110
Average Client Assets: $2 million
Frequently Asked Questions
TACONIC ADVISORS INC. 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 #123961), TACONIC ADVISORS INC. is subject to fiduciary duty under federal law.
TACONIC ADVISORS INC. is headquartered in SAUGERTIES, NY.
TACONIC ADVISORS INC. serves 110 high-net-worth clients according to their SEC filing dated February 21, 2025. View client details ↓
According to their SEC Form ADV, TACONIC ADVISORS INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
TACONIC ADVISORS INC. manages $207 million in client assets according to their SEC filing dated February 21, 2025.
According to their SEC Form ADV, TACONIC ADVISORS INC. serves high-net-worth individuals. View client details ↓
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