Taursas Investments
Firm details
- Headquarters
- ,
- CRD number
- 328860
- Website
- www.taursas.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI89.08%
- Individuals10.92%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Taursas Investments is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves a client base made up primarily of individuals and families and charges fees as a percentage of assets under management. Its advisory services emphasize financial planning and discretionary and non-discretionary portfolio management for individuals, small businesses, and institutional/business clients. The firm does not identify as an active ESG investor, is not a multi-state adviser in its regulatory filings, and does not operate as a capital allocator.
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
- Exchange Traded Equities84%
- Investment Grade Corp Bonds8%
- US Government Bonds7%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2
Luis Montero
Co-CEOCRD 7841141
Antonio Montero
Co-founder & Co-CEOCRD 7378875
Contacts
1 of 1
Nicholas Norby
Investment ProfessionalCRD 8199785
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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