TAXBRIDGE FINANCIAL GROUP INC
CRD #133360 SEC #801-120859 CAMBRIDGE, MA 617-868-7922
SEC Registered
Total AUM
$100.2M
Discretionary
$100.2M
Employees
2
Clients
1
Accounts
43
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2023 | $100.2M | $100.2M | $0 | 2 | 43 |
| Apr 2022 | $120.1M | $120.1M | $0 | 2 | 48 |
| Oct 2021 | $117.9M | $117.9M | $0 | 2 | 52 |
| Mar 2021 | $117.9M | $117.9M | $0 | 2 | 52 |
| Apr 2012 | $73M | $0 | $73M | 1 | 26 |
| Apr 2011 | $65M | $0 | $65M | 5 | -- |
| Oct 2010 | $65M | $0 | $65M | 5 | -- |
| Oct 2009 | $65M | $0 | $65M | 5 | -- |
| Oct 2007 | $85M | $0 | $85M | 5 | -- |
| Dec 2005 | $53M | $0 | $53M | 5 | -- |
| Jan 2005 | $46M | $0 | $46M | 10 | -- |
| Jan 2005 | $46M | $0 | $46M | 10 | -- |
DateAug 2023
Total AUM$100.2M
Discretionary$100.2M
Non-Disc.$0
Employees2
Clients43
DateApr 2022
Total AUM$120.1M
Discretionary$120.1M
Non-Disc.$0
Employees2
Clients48
DateOct 2021
Total AUM$117.9M
Discretionary$117.9M
Non-Disc.$0
Employees2
Clients52
DateMar 2021
Total AUM$117.9M
Discretionary$117.9M
Non-Disc.$0
Employees2
Clients52
DateApr 2012
Total AUM$73M
Discretionary$0
Non-Disc.$73M
Employees1
Clients26
DateApr 2011
Total AUM$65M
Discretionary$0
Non-Disc.$65M
Employees5
Clients--
DateOct 2010
Total AUM$65M
Discretionary$0
Non-Disc.$65M
Employees5
Clients--
DateOct 2009
Total AUM$65M
Discretionary$0
Non-Disc.$65M
Employees5
Clients--
DateOct 2007
Total AUM$85M
Discretionary$0
Non-Disc.$85M
Employees5
Clients--
DateDec 2005
Total AUM$53M
Discretionary$0
Non-Disc.$53M
Employees5
Clients--
DateJan 2005
Total AUM$46M
Discretionary$0
Non-Disc.$46M
Employees10
Clients--
DateJan 2005
Total AUM$46M
Discretionary$0
Non-Disc.$46M
Employees10
Clients--