0001620229-21-000001.txt : 20210108
0001620229-21-000001.hdr.sgml : 20210108
20210108130536
ACCESSION NUMBER: 0001620229-21-000001
CONFORMED SUBMISSION TYPE: MA-A
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20201231
FILED AS OF DATE: 20210104
DATE AS OF CHANGE: 20210108
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: David Taussig & Associates
CENTRAL INDEX KEY: 0001620229
IRS NUMBER: 330171945
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: MA-A
SEC ACT: 1934 Act
SEC FILE NUMBER: 867-01160
FILM NUMBER: 21516690
BUSINESS ADDRESS:
STREET 1: 5000 BIRCH STREET SUITE 6000
CITY: NEWPORT BEACH
STATE: CA
ZIP: 92660
BUSINESS PHONE: 949-955-1500
MAIL ADDRESS:
STREET 1: 5000 BIRCH STREET SUITE 6000
CITY: NEWPORT BEACH
STATE: CA
ZIP: 92660
MA-A
1
primary_doc.xml
MA-A
0001620229
XXXXXXXX
Nathan Perez
415-962-1480
nate@financedta.com
nate@financedta.com
12-31-2020
Y
David Taussig & Associates
DTA
33-0171945
866-01507-00
867-01160
5000 BIRCH STREET SUITE 3000
NEWPORT BEACH
CA
92660
949-955-1500
Add
99 Almaden Boulevard, Suite 875
San Jose
CA
95113
800-969-4382
Add
3390 University Avenue, Suite 450
Riverside
CA
92501
800-969-4382
N
www.financedta.com
Nathan
Daniel
Perez
99 Almaden Boulevard, Suite 875
San Jose
CA
95113
800-969-4382
nate@financedta.com
Nathan
Daniel
Perez
99 Almaden Boulevard, Suite 875
San Jose
CA
95113
800-969-4382
nate@financedta.com
December
CA
05-15-1986
N
27
8
0
0
0
15
Municipal Entities
0
0
0
Not Applicable
Hourly Charges
Fixed Fees
Not Applicable
Advice Insurance Of MS
Y
California Public Finance, Economic Consulting
N
0
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
David
O
Taussig
President
05-15-1986
C
Y
000000000
Cecily
R
Burke
Secretary
05-15-1986
C
N
000000000
David
O
Taussig
President
05-15-1986
C
Y
000000000
Cecily
R
Burke
Secretary
05-15-1986
C
N
000000000
NewAdd
Kelly
Nicole
Wright
Chief Operating Officer
01-01-2020
NA
N
000000000
NewAdd
Nathan
Daniel
Perez
Chief Compliance Officer
01-01-2020
NA
N
000000000
Nathan Perez
Nathan Perez
Chief Compliance Officer
01-04-2021
N
N
Y
N
N
Y
N
Y
N
N
N
N
N
N
N
N
N
N
N
N
N