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TACONIC ADVISORS

Tel: 845-486-5039
382 Main Street
Saugerties, New York  12477

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TACONIC ADVISORS

TACONIC ADVISORS is a Saugerties, New York based financial advisory firm with nearly $206,907,007 in assets under management and provides investment advisory services for 549 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors , Other (TAX PLANNING)

Fee Structure:

Fixed fees

Firm CRD#:

123961

SEC#:

801-125808

No. of Clients:

549

Assets under Management

$206,907,007

No. of Advisors:

6

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