$78.9M Total AUM
$78.9M Disc. AUM
-- 3Y CAGR
2 Employees
116 ADV. Clients
14 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-22-2011
- Office Locations
- 1
Office Locations
2167 B South China Place Chicago IL
About Taos Investment Advisors, LLC
Taos Investment Advisors, LLC (est. 2011) is an RIA registered in Illinois and California providing financial planning, consulting, and asset management for retail clients, including business owners and entrepreneurs. Managed portfolios are primarily ETF-based, with an emphasis on asset allocation and risk management, and it operates alongside affiliated insurance and tax/accounting services.
Team overview
-- AVG AGE
$78.9M AVG AUM / ADVISOR
$680.5K AVG AUM / CLIENT
14.9 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
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Owner & Executives
P
PEIGEN TAO
Chief Compliance Officer, President
- CRD
- #3099822
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $78,935,254 | -- |
| Non-Discretionary | $0 | -- |
| Total | $78,935,254 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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