Taurus Capital Advisors, LLC

Taurus Capital Advisors, LLC (CRD# 137633) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $152,413,916 in 524 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
16325 Boones Ferry Road, Suite 203, Lake Oswego, OR 97035
http://www.tauruscap.com
By the Numbers
  • Total Assets Under Management
    152
    MILLION
  • Total Number of Accounts
    524
    ACCOUNTS
  • Average Account Value
    $290,866
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR, WA

Financial Advisors at Taurus Capital Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Julie Connor, financial advisor Lake Oswego OR
Julie A. Connor
CRD#: 6814909
16325 Boones Ferry Road, Suite 203, Lake Oswego, OR 97035

Julie Connor (CRD# 6814909) is an Investment Advisor Representative working at Taurus Capital Advisors, LLC in Lake Oswego, OR and has over 6 years of experience in the finance industry.

2
Gregory Saliba, financial advisor Lake Oswego OR
Gregory G. Saliba
CRD#: 4553283
16325 Boones Ferry Road, Suite 203, Lake Oswego, OR 97035

Gregory Saliba (CRD# 4553283) is an Investment Advisor Representative working at Taurus Capital Advisors, LLC in Lake Oswego, OR and has over 21 years of experience in the finance industry.

3
Peter De Graff, financial advisor Lake Oswego OR
Peter B. De Graff
CRD#: 5066005
16325 Boones Ferry Road, Suite 203, Lake Oswego, OR 97035

Peter De Graff (CRD# 5066005) is an Investment Advisor Representative working at Taurus Capital Advisors, LLC in Lake Oswego, OR and has over 18 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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