About Tallus Capital Management
Tallus Capital Management is an independent financial planning firm founded on December 1, 2012. Based in the Portland metro area, we provide client-centered financial planning built around a structured, personalized process, not one-size-fits-all recommendations.
See Disclosures
General Information
Firm Start Year
2012
No. of Employees
2-4
CRD#
4835290
Firm CRD#
168267
Name of Broker/Dealer
LPL Fianancial
Name of Custodial Firm
LPL Financial, Fidelity
States Licensed in
OR
Years of Experience in Financial Services
21
Number of Years with Current Firm
15
Work with the following types of clients
Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided
Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Planning for Individuals, Education Funding and Planning
Compliance
Investment Advisor Representative
Yes
Qualifications & Membership
Securities Licenses
Series 6, Series 7, Series 63, Series 66
Insurance and Annuity Licenses
Variable Life, Long Term Care, Annuity, Life, Variable Annuity
Firm Information
Firm's Number of Clients
2094
Assets Managed by Firm
312,000,000
Advisor's Number of Clients
2094
Total Assets Under Management by Advisor
$312,000,000
Compensation and Fees
Fee Structure
Fee-Based
Compensation Methods
Based on Assets, Hourly, Flat Fee, Commissions
Fee % Based on Assets
1
Education
Bachelor of Science - Managerial Economics
Oregon State University
09/01/2002 -07/01/2005
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1893877/financialplanners-Tallus-Capital-Management-detailed-disclosure.html
Disclaimer
Securities offered through LPL, Member FINRA/SIPC. Tallus Capital Management is another business name for Independent Advisor Alliance, LLC. Investment advice offered through Independent Advisor Alliance, LLC, a registered investment advisor and separate entity from LPL Financial. The information contained in this email message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.