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Taurus Financial LLC

● SEC registered since 2026CRD 335067SEC# 801-135168Jersey City, NJ
Export (members)
Reg. AUM
$106.4M
Employees
2
Accounts
147
Location
Jersey City, NJ

Taurus Financial LLC assets under management

Taurus Financial LLC is a registered investment adviser overseen by the SEC based in Jersey City, NJ. The firm has been registered since 2026. It reports $106.4 million in regulatory assets under management and employs 2 people.
www.youtube.com/@taurusfinancialView on SEC.gov ↗

Taurus Financial LLC owners & executives

2 reported
NameTitleOwnershipSince
Yan Sun ControlManaging PartnerOver 75%2022
Yisha Wang ControlPartner And Chief Compliance Officer25-50%2022

Frequently asked questions

How much does Taurus Financial LLC manage?

Taurus Financial LLC reports $106.4 million in regulatory assets under management on its Form ADV.

How many employees does Taurus Financial LLC have?

Taurus Financial LLC reports 2 employees.

Where is Taurus Financial LLC located?

Taurus Financial LLC is based in Jersey City, NJ and has been SEC-registered since 2026.

Does Taurus Financial LLC disclose fund performance?

Taurus Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1 Evertrust Plaza, Suite 305, Jersey City, NJ 07302
Phone201 500 6322
FaxN/A
Office hours9:00 a.m. - 8:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$57.2M
Non-discretionary$49.2M
Total (RAUM)$106.4M