Taglich Brothers, Inc.

Overview

Taglich Brothers, Inc. is organized as a corporation and operates as an independent broker‑dealer with an investment banking capability. The firm is owned by an individual and is listed as having registered with the SEC in 2026. Data indicate the firm does not act as a capital allocator and does not position itself as an active ESG investor. It is not registered as a multi‑state adviser, is not described as newly formed, and does not identify as a pension consultant or a related adviser to another registered entity. The available records do not specify fee schedules, client segments, or the firm’s day‑to‑day advisory activities. That said, the classification as an investment bank and independent broker‑dealer implies a mix of brokerage and capital markets activity alongside advisory or placement services for certain clients.

Assets & Accounts

Investments & Alternatives