Taurus Capital Management, LLC

Taurus Capital Management, LLC (CRD# 137633) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $27,162,350 in 165 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    165
    ACCOUNTS
  • Average Account Value
    $164,620
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

OR, WA

Financial Advisors at Taurus Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Gregory G. Saliba
CRD#: 4553283
16325 Boones Ferry Road, Suite 203, Lake Oswego, OR 97035
93
Wealthminder
score

Gregory Saliba (CRD# 4553283) is an Investment Advisor Representative working at Taurus Capital Management, LLC in Lake Oswego, OR and has over 15 years of experience in the finance industry.

2
Julie A. Connor
CRD#: 6814909
16325 Boones Ferry Road, Suite 203, Lake Oswego, OR 97035
87
Wealthminder
score

Julie Connor (CRD# 6814909) is an Investment Advisor Representative working at Taurus Capital Management, LLC in Lake Oswego, OR and has 1 year of experience in the finance industry.

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