Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > oregon > lake oswego > TAURUS CAPITAL ADVISORS, LLC
TAURUS CAPITAL ADVISORS, LLC
16325 Boones Ferry Road
Suite 203
Lake Oswego, Oregon 97035
Tel: 503-658-9529
About TAURUS CAPITAL ADVISORS, LLC
TAURUS CAPITAL ADVISORS, LLC, formally registered with the SEC as TAURUS CAPITAL ADVISORS, LLC. The firm was established in 05/10/2023. They have over 1 offices throughout the country.
TAURUS CAPITAL ADVISORS, LLC is a Lake Oswego, Oregon based Financial Planning firm with nearly $152,413,916 assets under management, offering retirement planning & investment advisory services to 524 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 137633 |
| SEC# | 801-127840 |
| Assets Managed by Firm | $152,413,916 |
| No. of Clients | 524 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 524 | $152,413,916 |
| Individuals (other than high net worth individuals) | 234 | $46,569,771 |
| High net worth individuals | 30 | $82,784,485 |
| Pension and profit sharing plans | 10 | $6,861,657 |
| Charitable organizations | 4 | $14,444,677 |
| Corporations or other businesses | 3 | $1,753,326 |
More Retirement Planning firms in Lake Oswego, Oregon:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $34,385,256,113 | 126310 | 112 | |
| $25,897,235,362 | 73 | 9 | |
| $13,438,401,059 | 431 | 41 | |
| $8,394,137,837 | 4068 | 60 | |
| $6,856,132,947 | 1409 | 17 |
Explore More Retirement Advisors in Lake Oswego, Oregon