TAIPAN WEALTH ADVISORS, LLC
CRD #117766 SEC #801-66382 MINNEAPOLIS, MN 9528867065
SEC Registered
Total AUM
$335M
Discretionary
$35M
Employees
5
Clients
10
Accounts
18
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 12, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WARD, KRISTA, LYNN | I | CEO / CHIEF COMPLIANCE OFFICER | E | Control |
| WARD, KRISTA, LYNN | I | CEO / CHIEF COMPLIANCE OFFICER | E | Control |
| WARD, KRISTA, LYNN | I | CEO | E | Control |
| FRENCH, LAJAUNE, EUGENE | I | PARTNER | D | Control |
| WARD, KRISTA, LYNN | I | PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Mar 12, 2007 REGISTERED
Notice Filings (2)
IL MN
Address
7760 FRANCE AVENUE S.SUITE 1100
MINNEAPOLIS, MN 55435
USA
Phone: 9528867065