Taurum Retirement Partners, LLC

Taurum Retirement Partners, LLC (CRD# 282017) is a financial advisory firm headquartered in Mesa, AZ. They manage $113,825,700 in 379 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1921 S Alma School Road Suite 308, Mesa, AZ 85210
https://www.linkedin.com/in/robsollis/
By the Numbers
  • Total Assets Under Management
    114
    MILLION
  • Total Number of Accounts
    379
    ACCOUNTS
  • Average Account Value
    $300,332
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, TX, UT

Financial Advisors at Taurum Retirement Partners, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jackson Beck, financial advisor Mesa AZ
Jackson T. Beck
CRD#: 6470399
1921 S Alma School Road Suite 308, Mesa, AZ 85210

Jackson Beck (CRD# 6470399) is an Investment Advisor Representative working at Taurum Retirement Partners, LLC in Mesa, AZ and has over 6 years of experience in the finance industry.

2
Robert Sollis, financial advisor Mesa AZ
Robert V. Sollis
CRD#: 4131485
1921 S Alma School Road Suite 308, Mesa, AZ 85210

Robert Sollis (CRD# 4131485) is an Investment Advisor Representative working at Taurum Retirement Partners, LLC in Mesa, AZ and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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