Overview
Assets Under Management: $106 million
Headquarters: JERSEY CITY, NJ
High-Net-Worth Clients: 62
Average Client Assets: $1.4 million
Frequently Asked Questions
TAURUS FINANCIAL 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 #335067), TAURUS FINANCIAL is subject to fiduciary duty under federal law.
TAURUS FINANCIAL is headquartered in JERSEY CITY, NJ.
TAURUS FINANCIAL serves 62 high-net-worth clients according to their SEC filing dated March 10, 2026. View client details ↓
According to their SEC Form ADV, TAURUS FINANCIAL offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
TAURUS FINANCIAL manages $106 million in client assets according to their SEC filing dated March 10, 2026.
According to their SEC Form ADV, TAURUS FINANCIAL serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.75%
Average Client Assets: $1.4 million
Total Client Accounts: 147
Discretionary Accounts: 98
Non-Discretionary Accounts: 49
Regulatory Filings
CRD Number: 335067
Filing ID: 2069584
Last Filing Date: 2026-03-10 15:43:35