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How does the advisor help clients – Key Takeaways:
TAGLICH BROTHERS, INC. serves as a trusted financial advisor to clients across different industries and financial needs. The firm provides personalized and comprehensive financial planning services to help clients achieve their financial goals.
With years of experience and a team of expert financial professionals, TAGLICH BROTHERS, INC. offers a diverse range of financial services to cater to the unique needs of each client. Their approach focuses on understanding the client’s financial situation, risk tolerance, and long-term goals to provide tailored solutions and strategies.
Facts and Insights
Incorporated in 1991, TAGLICH BROTHERS, INC. is a privately-owned investment banking and brokerage firm. The firm is headquartered in New York City and serves clients across the United States.
The firm follows a research-driven investment strategy, combining fundamental analysis and technical analysis to identify potential investment opportunities. The team’s deep industry expertise and extensive market knowledge enable them to provide valuable insights and recommendations to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | $100 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 30 years |
Financial Services Offered
TAGLICH BROTHERS, INC. offers a comprehensive range of financial services, including:
- Portfolio management
- Financial planning
- Investment banking
- Equity research
- Institutional sales and trading
- Corporate finance
- Private placement
- Asset management
- Alternative investments
- Retirement planning
Client Types
The firm serves a diverse range of clients, including high net worth individuals, institutions, corporations, and small businesses. TAGLICH BROTHERS, INC. caters to clients with various financial needs, including wealth management, investment banking, and retirement planning.
Fees & Compensation
TAGLICH BROTHERS, INC. follows a fee-only compensation structure, which means the firm’s revenue comes solely from client fees and not from commissions or selling financial products. They believe this aligns their interests with their clients and avoids any conflicts of interest.
The fee structure may vary depending on the type of services and the complexity of each client’s financial needs. However, the firm strives to be transparent and communicates all fees and charges upfront to their clients.
Background
The firm was founded by brothers Richard and Robert Taglich, who bring decades of experience in the financial industry. They have built a team of experts with diverse backgrounds and specialties to provide comprehensive financial services to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, TAGLICH BROTHERS, INC. is committed to transparency and compliance. They adhere to strict regulations and follow ethical business practices. The firm has a clean record with no disciplinary actions or regulatory sanctions reported.
Overall, TAGLICH BROTHERS, INC. operates with the utmost integrity and strives to provide exceptional financial services to their clients to help them achieve their financial goals.