Firm profile

TAURUS FINANCIAL

JERSEY CITY, NJCRD 335067Latest ADV March 10, 2026

Taurus Financial is an SEC registered investment adviser organized as a limited liability company with a primary office location in Jersey City, NJ. Its latest Form ADV filing, dated March 10, 2026, reports $106M in regulatory assets under management, 2 employees, and 147 accounts.

Assets Under Management
$106M
Employees
2
Offices
--
Total Clients
87
Primary office
JERSEY CITY, NJ
1 EVERTRUST PLAZA, SUITE 305, JERSEY CITY, NJ, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOYisha Wang

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentHNWI represent 71.3% of total clients.
Top client categories% of clientsClients
1
HNWI
71.3%
62
2
Pension Plans
20.7%
18
3
Individuals
4.6%
4
4
Corporations
3.4%
3
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Individuals (other than high net worth individuals)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$106Mas of March 10, 2026
Discretionary60.4%
$64M
60% of total RAUM60.4%
Non-discretionary39.6%
$42M
40% of total RAUM39.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$106M
Total Accounts147
10Y AUM Change$0 (0.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees2
Clients per Employee44:1
10Y Employee Change0 (0.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.