TAHER FINANCIAL PLANNING

TAHER FINANCIAL PLANNING of BROOKLYN, NY is an SEC-registered investment adviser (CRD 288081). Regulatory assets under management: $162K.

Registration

• CRD: 288081
• Type: Registered investment adviser
• Location: 147 PRINCE ST, BROOKLYN, NY, 11201
• Phone: 646-883-2505
• Latest filing: 2026-03-31
• Regulatory AUM: $162K
• Discretionary AUM: $162K
• Clients: 1
• Accounts: 13

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 288081 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search