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TAURUS FINANCIAL

JERSEY CITY, NJ · CRD 335067 · IAPD ↗ · 201 500 6322

$162.5MRegulatory AUM
3Advisory reps
3Employees
30Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
June 2026 — TAURUS FINANCIAL reported RAUM up 53% ($106.4M -> $162.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
February 2026 — TAURUS FINANCIAL (JERSEY CITY, NJ) is newly SEC-registered with $106.4M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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