The TAORMINA WEALTH ADVISORY GROUP is a privately held investment adviser that advises $1.4Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. TAORMINA WEALTH ADVISORY GROUP 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 1.04 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 525 NJ-73 SUITE 200, EVESHAM TOWNSHIP, NEW JERSEY. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 22 employees comprised of 10 investment and 12 non-investment staff. The total number of Employees decreased by 8.33% over the last 1-years.
Their $1.4Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 22 other accounts. Assets of High Net Worth Individuals clients own $1.07Bn or 76.67% of Total Assets and Individuals own $252.64mn or 18.06% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Individuals.
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.
TAORMINA WEALTH ADVISORY GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.