Taplin Canida & Habacht Inc (Miami)

Name: Taplin Canida & Habacht Inc
Address: 1001 Brickell Bay Drive, Miami, FL, 33131 4940
Telephone: 305-379-2100

Taplin Canida & Habacht Inc is a large advisory firm based in Miami. It manages $8.33 billion of regulatory assets for 84 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida and Texas.

Taplin Canida & Habacht provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Taplin Canida & Habacht: assets under management

The assets under management (AUM) of Taplin Canida & Habacht Inc is $8.33 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 93% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $8.33 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $99.13 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Taplin Canida & Habacht Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Taplin Canida & Habacht Inc

Tere Alvarez Canida has been acting as President since 1 Oct 1985. Victoria Tanasescu London joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William J. Canida	Vice president/director/secretary/treasurer	1 May 1985	Other	4324415
Tere Alvarez Canida	President	1 Oct 1985	50% - 75%	4324409
Alan Marc Habacht	Vice president/director	1 Nov 1987	25% - 50%	1043959
Victoria Tanasescu London	Director	1 May 1989	Other	857247

Based in Miami

The principal office where Taplin Canida & Habacht Inc performs its advisory services is located at 1001 Brickell Bay Drive, Miami, FL 33131 4940, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 305-379-2100 or by fax 305-379-4452. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at tchinc.com/.