TAIPAN WEALTH ADVISORS, LLC
CRD #117766 SEC #801-66382 MINNEAPOLIS, MN 9528867065
SEC Registered
Total AUM
$335M
Discretionary
$35M
Employees
5
Clients
10
Accounts
18
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2008 | $30M | $30M | $0 | 5 | -- |
| Mar 2007 | $335M | $35M | $300M | 5 | -- |
| Mar 2006 | $240M | $30M | $210M | 5 | -- |
| Feb 2006 | $240M | $30M | $210M | 5 | -- |
DateMar 2008
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$335M
Discretionary$35M
Non-Disc.$300M
Employees5
Clients--
DateMar 2006
Total AUM$240M
Discretionary$30M
Non-Disc.$210M
Employees5
Clients--
DateFeb 2006
Total AUM$240M
Discretionary$30M
Non-Disc.$210M
Employees5
Clients--