← Back to searchVisit website
TACONIC ADVISORS
TACONIC ADVISORS INC.
CRD 123961 · SEC 801-125808
382 MAIN STREET, SAUGERTIES, NY, 12477, United States
Phone
845-486-5039
Fax
845-625-1419
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$246.3M
Discretionary AUM
$246.3M
Team
6 total employees; 4 advisory reps; 7 broker-dealer reps
Clients
101-250
Fees
Fixed fees
Org form
Corporation
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersTAX PLANNING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $15.5M |
| High net worth individuals | 107 | $230.8M |
States served
MA, NY, PA, TX
All web addresses on file
Official SEC filing: View on IAPD