Taurum Retirement Partners, LLC

Taurum Retirement Partners, LLC (CRD# 282017) is a financial advisory firm headquartered in Gilbert, AZ. They manage $41,330,650 in 138 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    138
    ACCOUNTS
  • Average Account Value
    $299,497
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, TX

Financial Advisors at Taurum Retirement Partners, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Robert V. Sollis
CRD#: 4131485
1760 E Pecos Rd, Suite 307, Gilbert, AZ 85295
96
Wealthminder
score

Robert Sollis (CRD# 4131485) is an Investment Advisor Representative working at Taurum Retirement Partners, LLC in Gilbert, AZ and has over 18 years of experience in the finance industry.

2
Jackson T. Beck
CRD#: 6470399
1760 E Pecos Rd, Suite 307, Gilbert, AZ 85295
87
Wealthminder
score

Jackson Beck (CRD# 6470399) is an Investment Advisor Representative working at Taurum Retirement Partners, LLC in Gilbert, AZ and has 1 year of experience in the finance industry.

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