Falists
← Back to search

TAURUS FINANCIAL

TAURUS FINANCIAL LLC

CRD 335067 · SEC 801-135168

Visit website

1 EVERTRUST PLAZA, SUITE 305, JERSEY CITY, NJ, 07302, United States

Phone

201 500 6322

Fax

N/A

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$162.5M

Discretionary AUM

$101.1M

Team

3 total employees; 3 advisory reps; 30 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-20

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals3$140K
High net worth individuals87$133.8M
Pension/profit sharing plans33$23.9M
Corporations/business entities4$4.5M

States served

CA, MA, NJ, NY, WA, TX, NH

All web addresses on file

Official SEC filing: View on IAPD