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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-14-2020
- Office Locations
- 1
Office Locations
About TAO Financial
Tao Financial is a fiduciary RIA bringing an institutional investment approach to personal wealth management for business owners, executives, high-net-worth individuals, and employees. Services include investment management, comprehensive planning, retirement plan and pension consulting, executive deferred compensation support, exit/transition planning, and financial wellness education. Independent and not broker-dealer affiliated, it is fee-only and focused on minimizing taxes and other investing costs.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JEFFREY ALAN GEORGE
Chief Compliance Officer, Founder, PRINCIPAL
- CRD
- #6276274
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,477,249 | -- |
| Non-Discretionary | $3,281,656 | -- |
| Total | $15,758,905 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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