The TAURUS FINANCIAL is a privately held investment adviser that advises $162.46mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. TAURUS FINANCIAL is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets remained the same over the last few years.
The Group has been registered with the SEC for 0.54 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 1 EVERTRUST PLAZA SUITE 305, JERSEY CITY, NEW JERSEY. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 3 employees comprised of 3 investment and 0 non-investment staff. The total number of Employees increased by 50% over the last 1-years.
Their $162.46mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 37 other accounts. Assets of High Net Worth Individuals clients own $133.84mn or 82.38% of Total Assets and Pension and Profit Sharing Plans-Private own $23.93mn or 14.73% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Pension and Profit Sharing Plans-Private.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
TAURUS FINANCIAL names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.