MICHAEL D. TAXMAN INVESTMENT MANAGEMENT
Firm details
- Headquarters
- HANOVER, New Hampshire
- CRD number
- 126670
- Registered since
- August 6, 2024
- Website
- mdtinvest.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI97.39%
- Individuals2.61%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Michael D. Taxman Investment Management is a small, SEC-registered advisory firm that provides portfolio management primarily for individuals and small businesses. The adviser reports a fee structure based on a percentage of assets under management and lists individuals and families as its core client base. The firm does not identify itself as an active ESG investor, is not a capital allocator to third-party managers, and does not operate as a multi-state adviser. SEC registration is recorded in 2024.
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
- Public Funds/Mutual Funds99%
- Cash & Cash Equivalents1%
Contacts
1 of 1MICHAEL TAXMAN
OwnerCRD 3130965
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HANOVER, NH
GRAFTON
Location
HANOVER, NH
Headquartered in HANOVER, NH, in the Northeast of the United States.
- Region
- Northeast
- County
- GRAFTON
- Address
- 35 S Main St
- Time zone
- ET (UTC-5)
- Office locations
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