Taos Investment Advisors, LLC

Taos Investment Advisors, LLC (CRD# 158056) is a financial advisory firm headquartered in Chicago, IL. They manage $31,793,913 in 78 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
2167 B South China Place, Chicago, IL 60616
https://www.taosglobalgroup.com
By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    78
    ACCOUNTS
  • Average Account Value
    $407,614
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, IL, NY

Financial Advisors at Taos Investment Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Peigen Tao, financial advisor Chicago IL
Peigen Tao
CRD#: 3099822
2167 B South China Place, Chicago, IL 60616

Peigen Tao (CRD# 3099822) is an Investment Advisor Representative working at Taos Investment Advisors, LLC in Chicago, IL and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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