TAGLICH BROTHERS, INC.
CRD #29102 SEC #801-68376 COLD SPRING HARBOR, NY 631-757-1500
SEC Registered Broker-Dealer Disclosures
Total AUM
$45.1M
Discretionary
$0
Employees
9
Clients
101
Accounts
190
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $45.1M | $0 | $45.1M | 9 | 0 |
| Apr 2025 | $45.1M | $0 | $45.1M | 9 | 0 |
| Mar 2025 | $45.1M | $0 | $45.1M | 9 | 0 |
| Nov 2024 | $57.5M | $0 | $57.5M | 9 | 0 |
| Feb 2024 | $57.5M | $0 | $57.5M | 9 | 0 |
| Feb 2024 | $57.5M | $0 | $57.5M | 3 | 0 |
| Oct 2023 | $49.2M | $0 | $49.2M | 3 | 0 |
| Aug 2023 | $49.2M | $0 | $49.2M | 3 | 0 |
| Aug 2023 | $49.2M | $0 | $49.2M | 3 | 0 |
| Mar 2023 | $49.2M | $0 | $49.2M | 3 | 0 |
| Jan 2022 | $71.6M | $0 | $71.6M | 3 | 0 |
| Jan 2022 | $70.5M | $0 | $70.5M | 4 | 0 |
| Mar 2021 | $70.5M | $0 | $70.5M | 4 | 0 |
| Jun 2020 | $76.9M | $0 | $76.9M | 4 | 0 |
| May 2020 | $76.9M | $0 | $76.9M | 4 | 0 |
| Apr 2020 | $76.9M | $0 | $76.9M | 4 | 0 |
| Mar 2019 | $106.7M | $0 | $106.7M | 4 | 0 |
| Mar 2018 | $84.3M | $0 | $84.3M | 3 | 0 |
| Feb 2017 | $101.3M | $0 | $101.3M | 20 | 200 |
| Feb 2016 | $113.7M | $0 | $113.7M | 20 | 200 |
| Mar 2015 | $108.8M | $0 | $108.8M | 20 | 200 |
| Mar 2014 | $111.9M | $0 | $111.9M | 20 | 200 |
| Apr 2013 | $66.7M | $0 | $66.7M | 20 | 200 |
| Mar 2012 | $64.5M | $0 | $64.5M | 11 | 26 |
| Mar 2011 | $92.8M | $0 | $92.8M | -- | -- |
| Jun 2010 | $92.8M | $0 | $92.8M | -- | -- |
| Jan 2008 | $40M | $0 | $40M | 5 | -- |
| Oct 2007 | $0 | $0 | $0 | 5 | -- |
| Oct 2007 | $0 | $0 | $0 | 5 | -- |
| Sep 2007 | $0 | $0 | $0 | 5 | -- |
DateJun 2025
Total AUM$45.1M
Discretionary$0
Non-Disc.$45.1M
Employees9
Clients0
DateApr 2025
Total AUM$45.1M
Discretionary$0
Non-Disc.$45.1M
Employees9
Clients0
DateMar 2025
Total AUM$45.1M
Discretionary$0
Non-Disc.$45.1M
Employees9
Clients0
DateNov 2024
Total AUM$57.5M
Discretionary$0
Non-Disc.$57.5M
Employees9
Clients0
DateFeb 2024
Total AUM$57.5M
Discretionary$0
Non-Disc.$57.5M
Employees9
Clients0
DateFeb 2024
Total AUM$57.5M
Discretionary$0
Non-Disc.$57.5M
Employees3
Clients0
DateOct 2023
Total AUM$49.2M
Discretionary$0
Non-Disc.$49.2M
Employees3
Clients0
DateAug 2023
Total AUM$49.2M
Discretionary$0
Non-Disc.$49.2M
Employees3
Clients0
DateAug 2023
Total AUM$49.2M
Discretionary$0
Non-Disc.$49.2M
Employees3
Clients0
DateMar 2023
Total AUM$49.2M
Discretionary$0
Non-Disc.$49.2M
Employees3
Clients0
DateJan 2022
Total AUM$71.6M
Discretionary$0
Non-Disc.$71.6M
Employees3
Clients0
DateJan 2022
Total AUM$70.5M
Discretionary$0
Non-Disc.$70.5M
Employees4
Clients0
DateMar 2021
Total AUM$70.5M
Discretionary$0
Non-Disc.$70.5M
Employees4
Clients0
DateJun 2020
Total AUM$76.9M
Discretionary$0
Non-Disc.$76.9M
Employees4
Clients0
DateMay 2020
Total AUM$76.9M
Discretionary$0
Non-Disc.$76.9M
Employees4
Clients0
DateApr 2020
Total AUM$76.9M
Discretionary$0
Non-Disc.$76.9M
Employees4
Clients0
DateMar 2019
Total AUM$106.7M
Discretionary$0
Non-Disc.$106.7M
Employees4
Clients0
DateMar 2018
Total AUM$84.3M
Discretionary$0
Non-Disc.$84.3M
Employees3
Clients0
DateFeb 2017
Total AUM$101.3M
Discretionary$0
Non-Disc.$101.3M
Employees20
Clients200
DateFeb 2016
Total AUM$113.7M
Discretionary$0
Non-Disc.$113.7M
Employees20
Clients200
DateMar 2015
Total AUM$108.8M
Discretionary$0
Non-Disc.$108.8M
Employees20
Clients200
DateMar 2014
Total AUM$111.9M
Discretionary$0
Non-Disc.$111.9M
Employees20
Clients200
DateApr 2013
Total AUM$66.7M
Discretionary$0
Non-Disc.$66.7M
Employees20
Clients200
DateMar 2012
Total AUM$64.5M
Discretionary$0
Non-Disc.$64.5M
Employees11
Clients26
DateMar 2011
Total AUM$92.8M
Discretionary$0
Non-Disc.$92.8M
Employees--
Clients--
DateJun 2010
Total AUM$92.8M
Discretionary$0
Non-Disc.$92.8M
Employees--
Clients--
DateJan 2008
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees5
Clients--
DateOct 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--