TAURUS ASSET MANAGEMENT, LLC

NEW YORK, New York·4 registered advisors·CRD# 130930
SEC# 801-629020212-457-9922
01

Firm Overview

AUM
$1.3B
Regulatory assets under management
Employees
8
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Commissions
Other: BUSINESS MANAGEMENT SERVICES FEE = 1% OF CLIENT'S ANNUAL INCOME
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TAURUS ASSET MANAGEMENT, LLC

4 registered advisors
Bradford R. Peck
NEW YORK, New York
Cristina Manzi
NEW YORK, New York
Katherine Peck
NEW YORK, New York
Margery Zash Flicker
NEW YORK, New York
05

Office Locations

NEW YORK, New York
4 advisors

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Data sourced from SEC Form ADV filings. TAURUS ASSET MANAGEMENT, LLC (CRD# 130930) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.