$162.5M Total AUM
$101.1M Disc. AUM
-- 3Y CAGR
3 Employees
157 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-18-2025
- Office Locations
- 1
Office Locations
1 Evertrust Plaza Suite 305 Jersey City NJ
About Taurus Financial
Taurus Financial is a Jersey City-based registered investment adviser providing wealth management, financial planning, and business solutions for high-net-worth individuals and businesses nationwide. The team brings decades of Wall Street experience and serves clients in English and Mandarin. Brokerage services are offered through LPL Financial.
Team overview
-- AVG AGE
$54.2M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
0.8 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
1yrs Firm Age
Insights
Available
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Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Y
YAN SUN
Founder, Managing Partner
- CRD
- #5497831
- Ownership
- 75% or more
Available
Available
Available
Y
Yisha Wang
Chief Compliance Officer, Financial Advisor, PARTNER
- CRD
- #6189897
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 2 owners & executives
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F
Fuqi Chen
--
- CRD
- #7846972
Available
Available
Available
Showing 1 of 3 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $101,130,376 | $568,148 |
| Non-Discretionary | $61,333,529 | $943,593 |
| Total | $162,463,905 | $668,576 |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available Public Funds:
Available Equity - Exchange:
Available Equity - OTC:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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