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- Custodian
- SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-04-2022
- Office Locations
- 1
Office Locations
About Taub Investment Planning Services LLC
Taub Investment Planning Services LLC is an RIA serving successful business owners, executives, and entrepreneurs, as well as retirees and near-retirees, with financial planning and investment guidance focused on wealth accumulation, tax-aware strategies, and managing market volatility. The firm works with clients nationwide as a fully virtual practice, onboarding via phone/Zoom and sharing information through a secure electronic portal; custody is through SEI.
Team overview
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Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Matthew Adam Taub
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #6561641
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $272,974 | -- |
| Total | $272,974 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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