Assets Under Management
$45.1M
Number of Clients
190
Number of Advisors
N/A
Average Client AUM
$238K
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
Taglich Brothers, Inc. offers investment advisory and portfolio management services through a wrap fee program. They tailor advice to client needs, considering investment goals, time horizons, objectives, and risk tolerance. They may provide incidental financial planning services. They advise on various investments including equities, warrants, and mutual funds.
37 Main Street, Cold Spring Harbor, NY, 11724