CRD: 126670
Michael D. Taxman Investment Management
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-09-2002
- Office Locations
- 1
Office Locations
About Michael D. Taxman Investment Management
Michael D. Taxman Investment Management is a Hanover, NH fee-only RIA serving affluent individuals and families seeking clarity around retirement, legacy, and charitable goals. The firm builds passive, broadly diversified portfolios primarily with Dimensional Fund Advisors, applying evidence-based equity and fixed-income factor exposures with a strong focus on costs and disciplined implementation. Custody includes Schwab and Altruist.
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Owner & Executives
MICHAEL DAVID TAXMAN
Chief Compliance Officer, Managing Member, Owner, PRINCIPAL
- CRD
- #3130965
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $137,461,560 | $1,808,705 |
| Non-Discretionary | $0 | -- |
| Total | $137,461,560 | $1,808,705 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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