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.
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 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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
James Swen Tagliaferri has been acting as President since 1 Dec 1983. Patricia Cornell joined the executive team most recently as the Vice President.
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.
You can reach the main office by calling the phone number 340-779-8001 or by fax 340-779-8002. The normal business hours are 9am to 5pm on Monday - Friday.