TAUB INVESTMENT PLANNING SERVICES LLC

TAUB INVESTMENT PLANNING SERVICES LLC is an SEC-registered investment adviser (CRD 322362). Regulatory assets under management: $273K.

Registration

• CRD: 322362
• Type: Registered investment adviser
• Phone: 347-621-8742
• Latest filing: 2026-02-23
• Regulatory AUM: $273K
• Non-discretionary AUM: $273K
• Clients: 1
• Accounts: 1

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 322362 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search