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TAOS INVESTMENT ADVISORS, LLC
CRD 158056
2167 B SOUTH CHINA PLACE, CHICAGO, IL, 60616, United States
Phone
312-842-9892
Fax
312-842-9890
Registration
— (—)
Source
State registered
Total AUM
$78.9M
Discretionary AUM
$78.9M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-01-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 48 | $15.4M |
| High net worth individuals | 68 | $63.6M |
All web addresses on file
Official SEC filing: View on IAPD