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Taglich Brothers, Inc.

CRD 29102SEC# 801-68376Cold Spring Harbor, NY
Export (members)
No longer SEC-registered. Taglich Brothers, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$45.1M
Employees
9
Accounts
190
Location
Cold Spring Harbor, NY

Taglich Brothers, Inc. assets under management

Taglich Brothers, Inc. operates as an SEC-registered investment adviser based in Cold Spring Harbor, NY. It reports $45.1 million in regulatory assets under management and employs 9 people.
View on SEC.gov ↗

Taglich Brothers, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Michael Nicholas Taglich ControlPresident, Ceo, Finop, Rop50-75%1991
Richard C OhChief Compliance OfficerUnder 5%2004
Robert Francis Taglich ControlVice President50-75%1992

Frequently asked questions

How much does Taglich Brothers, Inc. manage?

Taglich Brothers, Inc. reports $45.1 million in regulatory assets under management on its Form ADV.

How many employees does Taglich Brothers, Inc. have?

Taglich Brothers, Inc. reports 9 employees.

Where is Taglich Brothers, Inc. located?

Taglich Brothers, Inc. is based in Cold Spring Harbor, NY.

Does Taglich Brothers, Inc. disclose fund performance?

Taglich Brothers, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address37 Main Street, Cold Spring Harbor, NY 11724
Office hours9a.m.-5p.m. Mon-Thurs; 9a.m.-4p.m. Friday
Discloses disciplinary historyYes

Assets under management

Discretionary—
Non-discretionary$45.1M
Total (RAUM)$45.1M