Taconic Advisors, a small investment advisory firm based out of Saugerties, NY, is dedicated to providing personalized financial solutions for their clients. With over 10 individual clients and an impressive $156,426,000 in assets under management, Taconic Advisors has established a strong reputation in the industry. They have two offices, enabling them to efficiently serve their clients' needs. Specializing in discretionary asset management, Taconic Advisors primarily caters to high net worth individuals, ensuring their financial goals and objectives are met with utmost care and precision.
The firm's compensation structure is de...
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Assets Under Mgmt
$156.43M
Investment Professionals
3
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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