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TAHER FINANCIAL PLANNING
CRD 288081
147 PRINCE ST, BROOKLYN, NY, 11201, United States
Phone
646-883-2505
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$162K
Discretionary AUM
$162K
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $162K |
All web addresses on file
Official SEC filing: View on IAPD