TAK ADVISORY

TAK ADVISORY is an SEC-registered investment adviser (CRD 168814). Regulatory assets under management: $65.8M.

Registration

• CRD: 168814
• Type: Registered investment adviser
• Phone: (207) 415-2073
• Latest filing: 2026-02-06
• Regulatory AUM: $65.8M
• Discretionary AUM: $65.8M
• Clients: 1
• Accounts: 156

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168814 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search