Taconic Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$206,907,007
Total clients
131
84% high-net worth
Total advisors
4
of 6 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
33
Average account size
$1,579,443
Client services
Fee options
Limited Scope Financial Planning fixed fees from $1,100 to $5,000
Fee-only: Open Retainer Services range from $5,000 to $100,000 annually; Limited Scope Financial Planning ranges from $1,100 to $5,000 fixed fee
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Taconic Advisors
382 Main Street
Saugerties NY 12477, United States
Number of offices
4
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