TAURUS FINANCIAL LLC
TAURUS FINANCIAL LLC of JERSEY CITY, NJ is an SEC-registered investment adviser (CRD 335067). Regulatory assets under management: $162.5M.
Registration
- CRD: 335067
- SEC file number: 801-135168
- Type: Registered investment adviser
- Location: 1 EVERTRUST PLAZA, SUITE 305, JERSEY CITY, NJ, 07302
- Phone: 201 500 6322
- Latest filing: 2026-05-20
- Regulatory AUM: $162.5M
- Discretionary AUM: $101.1M
- Non-discretionary AUM: $61.3M
- Clients: 3
- Accounts: 243
Business model
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Yan Sun | MANAGING PARTNER | — |
| Yisha Wang | PARTNER AND CHIEF COMPLIANCE OFFICER | — |
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