BOS Taurus
RIASEC Registered
Total AUM
$23M
Discretionary
$23M
100% of AUM
Avg account
$1.1M
Accounts
21
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 331704
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI69.57%
- Individuals30.43%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
BOS Taurus is an independent registered investment adviser operating as a limited liability company that serves individual and family clients. The firm provides financial planning and portfolio management, including work for small businesses, and charges clients both a percentage of assets under management and hourly fees. BOS Taurus does not identify as an active ESG investor and reports a single-state operating footprint.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities76%
- State & Local Bonds14%
- US Government Bonds10%
Contacts
2 of 2Anthony Law
Co-Founder & CCOCRD 7935674
Richard Yang
Co-FounderCRD 7934570
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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