# Taub Investment Planning Services

Taub Investment Planning Services is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** taubinvestments.com
- **LinkedIn:** https://www.linkedin.com/company/taub-investment-planning-services

## Regulatory record

- **CRD number:** 322362
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/322362

## About

Taub Investment Planning Services LLC is a Registered Investment Advisor (RIA). The firm helps individuals maximize wealth accumulation, save money on taxes, and protect their wealth from market volatility. It works with successful business owners, executives, entrepreneurs, retirees and near retirees, and operates a fully virtual practice serving clients across the country.

## People

- Matthew Taub — JD, Investment Advisor Representative

## Related profiles

- [Tartan Capital Advisors](https://altss.com/profile/tartan-capital-advisors-llc)
- [TAULA CAPITAL MANAGEMENT (UK) LLP](https://altss.com/profile/taula-capital-management-uk-llp)

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Last updated: 2026-08-11T15:08:18.003Z

Canonical page: https://altss.com/profile/taub-investment-planning-services-llc

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