TAGLICH BROTHERS, INC.

COLD SPRING HARBOR, New York·3 registered advisors·CRD# 29102
SEC# 801-683760631-757-1500
01

Firm Overview

AUM
$58M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Other: TAGLICH RECEIVES PLACEMENT AGENT FEES IN CONNECTION WITH ADVISOR
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TAGLICH BROTHERS, INC.

3 registered advisors
Michael Nicholas Taglich
COLD SPRING HARBOR, New York
Richard C Oh
COLD SPRING HARBOR, New York
Robert Francis Taglich
COLD SPRING HARBOR, New York
05

Office Locations

COLD SPRING HARBOR, New York
3 advisors

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Data sourced from SEC Form ADV filings. TAGLICH BROTHERS, INC. (CRD# 29102) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.