ADVISOR OS LLC
Legal name: TAIKO
CRD #287792 SEC #801-110639 CHICAGO, IL 312-300-4781
SEC Registered
Total AUM
$4.2B
Discretionary
$2B
Employees
2
Clients
0
Accounts
3,567
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $4.2B | $2B | $2.3B | 2 | 0 |
| Mar 2025 | $4.2B | $2B | $2.3B | 2 | 0 |
| Apr 2024 | $1.4B | $1.4B | $0 | 2 | 0 |
| Mar 2024 | $1.4B | $1.4B | $0 | 2 | 0 |
| Mar 2023 | $609.5M | $609.5M | $0 | 2 | 0 |
| Aug 2022 | $570.9M | $570.9M | $0 | 2 | 0 |
| Jun 2022 | $570.9M | $570.9M | $0 | 2 | 0 |
| Mar 2022 | $570.9M | $570.9M | $0 | 2 | 0 |
| Jun 2021 | $579.7M | $579.7M | $0 | 1 | 0 |
| Apr 2021 | $579.7M | $579.7M | $0 | 1 | 0 |
| Mar 2021 | $579.7M | $579.7M | $0 | 1 | 0 |
| Jun 2020 | $418.5M | $418.5M | $0 | 1 | 349 |
| Apr 2020 | $418.5M | $418.5M | $0 | 1 | 349 |
| Jan 2020 | $106.5M | $106.5M | $0 | 1 | 0 |
| Aug 2019 | $106.5M | $106.5M | $0 | 1 | 0 |
| Mar 2019 | $106.5M | $106.5M | $0 | 1 | 0 |
| Mar 2018 | $0 | $0 | $0 | 1 | 0 |
| Jan 2018 | $0 | $0 | $0 | 1 | 0 |
| Nov 2017 | $0 | $0 | $0 | 0 | 0 |
| May 2017 | $0 | $0 | $0 | 0 | 0 |
DateMay 2025
Total AUM$4.2B
Discretionary$2B
Non-Disc.$2.3B
Employees2
Clients0
DateMar 2025
Total AUM$4.2B
Discretionary$2B
Non-Disc.$2.3B
Employees2
Clients0
DateApr 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$609.5M
Discretionary$609.5M
Non-Disc.$0
Employees2
Clients0
DateAug 2022
Total AUM$570.9M
Discretionary$570.9M
Non-Disc.$0
Employees2
Clients0
DateJun 2022
Total AUM$570.9M
Discretionary$570.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$570.9M
Discretionary$570.9M
Non-Disc.$0
Employees2
Clients0
DateJun 2021
Total AUM$579.7M
Discretionary$579.7M
Non-Disc.$0
Employees1
Clients0
DateApr 2021
Total AUM$579.7M
Discretionary$579.7M
Non-Disc.$0
Employees1
Clients0
DateMar 2021
Total AUM$579.7M
Discretionary$579.7M
Non-Disc.$0
Employees1
Clients0
DateJun 2020
Total AUM$418.5M
Discretionary$418.5M
Non-Disc.$0
Employees1
Clients349
DateApr 2020
Total AUM$418.5M
Discretionary$418.5M
Non-Disc.$0
Employees1
Clients349
DateJan 2020
Total AUM$106.5M
Discretionary$106.5M
Non-Disc.$0
Employees1
Clients0
DateAug 2019
Total AUM$106.5M
Discretionary$106.5M
Non-Disc.$0
Employees1
Clients0
DateMar 2019
Total AUM$106.5M
Discretionary$106.5M
Non-Disc.$0
Employees1
Clients0
DateMar 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees0
Clients0
DateMay 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees0
Clients0