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Building 2TAURUM RETIREMENT PARTNERS, LLC

Map pinMESA, AZ
Phone480-626-2501
NotebookSEC #801-130407
Total AUM
$155.9M
Employees
2
Clients
129

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1921 S ALMA SCHOOL ROAD SUITE 308
MESA
AZ 85210
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
480-626-2501

ReceiptFinancials

Total AUM
$155.9M
Accounts
422
Discretionary
$154M
Accounts
409
Non-Discretionary
$2M
Accounts
13

ContactClients

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Individual Clients
76
AUM
$23.9M
HNW Individual Clients
51
AUM
$120.7M
Pension/Profit Sharing Plan Clients
1
AUM
$4.2M
Corporation or Business Clients
1
AUM
$7.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL/SOLICITOR FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
AZTXUT

HandshakeAffiliates

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

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