TAURUM RETIREMENT PARTNERS, LLC
CRD #282017 SEC #801-130407 MESA, AZ 480-626-2501
SEC Registered
Total AUM
$142.6M
Discretionary
$140.6M
Employees
2
Clients
25
Accounts
407
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Arizona
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SOLLIS, ROBERT, VERLIN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SOLLIS, ROBERT, VERLIN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SOLLIS, ROBERT, VERLIN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (3)
AZ TX UT
Address
1921 S ALMA SCHOOL ROAD SUITE 308MESA, AZ 85210
United States
Phone: 480-626-2501