1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2TAURUS CAPITAL ADVISORS, LLC

Map pinLAKE OSWEGO, OR
Phone503-756-2972
NotebookSEC #801-127840
Total AUM
$231.4M
Employees
5
Clients
263

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
16325 BOONES FERRY ROAD
SUITE 203
LAKE OSWEGO
OR 97035
United States
Operating Hours
8:00-4:00PM
Monday - Friday
Phone
503-756-2972

ReceiptFinancials

Total AUM
$231.4M
Accounts
263
Discretionary
$222.6M
Accounts
252
Non-Discretionary
$8.8M
Accounts
11

ContactClients

View more in analytics →

Individual Clients
195
AUM
$54.9M
HNW Individual Clients
47
AUM
$156.7M
Pension/Profit Sharing Plan Clients
11
AUM
$8.8M
Charitable Organization Clients
5
AUM
$8.2M
Corporation or Business Clients
5
AUM
$2.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANYORWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account