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TAIKO

CHICAGO, IL · CRD 287792 · IAPD ↗ · advisor-os.com · 312-300-4781

$5.09BRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

75
April 2025 — TAIKO reported RAUM up 199% ($1.42B -> $4.25B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2024 — TAIKO crossed $1B in regulatory AUM ($609.5M -> $1.42B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.