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Margery Zash Flicker

TAURUS ASSET MANAGEMENT, LLC·NEW YORK, New York
Clean recordTAURUS ASSET MANAGEMENT, LLC
590 MADISON AVENUE, 9TH FLR, NEW YORK, NY 10022-2524CRD# 861044Firm CRD# 130930

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Margery Zash Flicker · NEW YORK, NY
Registration
CRD #861044 · TAURUS ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Margery Zash Flicker is a registered financial advisor based in NEW YORK, New York, affiliated with TAURUS ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
TAURUS ASSET MANAGEMENT, LLC
TAURUS ASSET MANAGEMENT, LLC
AUM
$1.3B
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at TAURUS ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Commissions
Other: BUSINESS MANAGEMENT SERVICES FEE = 1% OF CLIENT'S ANNUAL INCOME
Regulatory
SEC/IARD CRD# 861044
Firm CRD# 130930
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Margery Zash Flicker offer?
Margery Zash Flicker specializes in Financial Planning, Investment Management. Contact their office in NEW YORK, New York for a consultation.
What are Margery Zash Flicker's credentials?
Margery Zash Flicker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Margery Zash Flicker located?
Margery Zash Flicker is based in NEW YORK, New York, working with TAURUS ASSET MANAGEMENT, LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Margery Zash Flicker charge for services?
Margery Zash Flicker's firm is compensated through percentage of aum, commissions, other: business management services fee = 1% of client's annual income. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TAURUS ASSET MANAGEMENT, LLC?
TAURUS ASSET MANAGEMENT, LLC has approximately 8 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Katherine Peck
NEW YORK, NY
Bradford R. Peck
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Cristina Manzi
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