Taelos Financial Partners LLC
Firm details
- Headquarters
- ,
- CRD number
- 320700
- Website
- taelosfinancial.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals79.63%
- HNWI20.37%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Taelos Financial Partners LLC is an independent, individual-owned registered investment adviser organized as an LLC that focuses on serving individuals and families. Its advisory services emphasize financial planning and portfolio management for individuals and small businesses, and the firm also produces written material and runs educational workshops and seminars. Fee arrangements include a percentage-of-AUM model as well as hourly charges. The firm is not an active ESG investor and does not identify as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Cash & Cash Equivalents14%
- Exchange Traded Equities4%
- Other1%
Contacts
1 of 1
Jonathan Morgan
FounderCRD 6813169
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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