Tulan Capital LLC
Firm details
- Headquarters
- Basalt, Colorado
- CRD number
- 344915
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Tulan Capital LLC is a Colorado-registered limited liability company that provides fee-based financial planning and portfolio management services to individuals and small businesses. The firm identifies itself as a capital allocator and offers selection-of-other-advisers services, suggesting it may outsource or recommend third-party managers as part of client solutions. Ownership is individual and compensation is charged as a percentage of assets under management. The firm does not characterize itself as an ESG investor and is not set up as a multi-state or pension consultant adviser.
Assets & Accounts
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
Location
Basalt, CO
Eagle
Location
Basalt, CO
Headquartered in Basalt, CO, anchoring the Edwards-Glenwood Springs, CO metro in the West.
- Metro area
- Edwards-Glenwood Springs, CO
- Region
- West
- County
- Eagle
- Address
- 100 Elk Run Dr
- Time zone
- MT (UTC-7)
- Office locations
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