Taurus Advisory Group Inc (St. Thomas)

Taurus Advisory Group Inc is a large advisory firm based in St. Thomas. It manages $125 million of regulatory assets for 74 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Connecticut.

Taurus Advisory Group provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Taurus Advisory Group: assets under management

The assets under management (AUM) of Taurus Advisory Group Inc is $125 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 29% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $125 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.69 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Taurus Advisory Group Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Taurus Advisory Group Inc

James Swen Tagliaferri has been acting as President since 1 Dec 1983. Patricia Cornell joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Swen Tagliaferri	President	1 Dec 1983	50% - 75%	4445489
Patricia Cornell	Vice president	1 Mar 1984	50% - 75%	4445497
Patricia Josephine Cornell	Vice president	1 Mar 1984	50% - 75%	4445497

Based in St. Thomas

The principal office where Taurus Advisory Group Inc performs its advisory services is located at The Tunick Building, St. Thomas, VI 00802 6347, which is also the mailing address of the firm. An additional office of the firm is in Stamford, CT. It doesn’t run an office outside of the United States.