TAO Financial
Firm details
- Headquarters
- ,
- CRD number
- 310134
- Website
- taofinancialusa.com
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals67.63%
- HNWI22.29%
- Pension & Profit Sharing Plans10%
- Corporations / Businesses0.09%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
TAO Financial is an independent, corporation-structured registered investment adviser that serves both individuals and families as well as institutional clients. The firm operates as a capital allocator and offers advisory services across financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and educational seminars. Its fee arrangements include assets-under-management percentages as well as hourly and fixed-fee engagements. TAO Financial identifies as an active ESG investor, incorporating environmental, social, and governance considerations into its investment approach.
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 Funds85%
- Cash & Cash Equivalents7%
- Exchange Traded Equities5%
- State & Local Bonds3%
Contacts
1 of 1
Jeffrey George
Founder and PrincipalCRD 6276274
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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