B
CRD: 331704
BOS Taurus
Diamond BAR, CA
5184669077
$17.2M Total AUM
$17.2M Disc. AUM
-- 3Y CAGR
2 Employees
17 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-11-2024
- Office Locations
- 1
Office Locations
-- Diamond BAR CA
About BOS Taurus
BOS Taurus is a Diamond BAR-based RIA. The firm has been operating for 1 years. Managing $17.2M in total assets under management, with 2 advisory representatives. They custody assets with Interactive Brokers. Services offered include Financial Planning, Insurance, Investment Planning.
Team overview
-- AVG AGE
$8.6M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
1.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
Request access to benchmark trends tied to delta.
Full visibility includes strategy notes for fusion pathway.
Open the full profile to inspect shifts in catalyst frontier.
Unlock to compare peer behavior around insight matrix.
Unlock to compare peer behavior around peak vertex.
Open the full profile to inspect shifts in value foundation.
Premium access reveals conviction themes in frontier focus foundation.
Premium access reveals conviction themes in ember quantum.
Asset Classes
Alpha Vector Insight legacy
Investment Themes
Summit quantum Optima meridian Harbor
Investment Vehicles
Atlas
Services
Summit Insight vertex Summit Meridian zenith Vertex atlas
Owner & Executives
A
ANTHONY KAI LUN LAW
Chief Compliance Officer, Co-founder
- CRD
- #7935674
- Ownership
- 50% but less than 75%
(351) 844-4019
matrix.pathway@glaciercapital.com
in linkedin.com/in/wave-vector
R
Richard Jiang Yang
Co-founder
- CRD
- #7934570
- Ownership
- 50% but less than 75%
(583) 604-9090
quantum.crest@summitcapital.com
in linkedin.com/in/quantum-peak
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,249,988 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,249,988 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $17,249,988
Equity - Exchange:
18.4% Municipal Bonds:
61.3% U.S. Government/Agency:
20.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $308,723,575 | 18.4% |
| Municipal Bonds | $1,028,519,300 | 61.3% |
| U.S. Government/Agency | $340,602,639 | 20.3% |
| Total | $1,677,845,514 | 100.0% |