Adviser Profile

As of Date 02/03/2026
Registration SEC, Approved, 08/06/2024
Other registrations (6)
Former registrations

MICHAEL D. TAXMAN INVESTMENT MANAGEMENT,LLC

ADV Location HANOVER, NH, United States
Contact Info 603 xxxxxxx
Websites
AUM* 137,461,560 31%
of that, discretionary 137,461,560 31%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 1,808,705 16%
% High Net Worth 62.96% -16%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

137M 118M 98M 79M 59M 39M 20M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees