Talis Advisory Services, LLC is a large advisory firm based in Richardson. It manages $182.07 million of regulatory assets for 575 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of California, Colorado, Florida, and 7 other states.
Talis Advisory Services provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, educational seminars and workshops, and expert witness services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Talis Advisory Services, LLC is $182.07 million. The firm's AUM has grown by 542% since the beginning of its operation, and $565.66 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Talis Advisory Services, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Robert James Lamse is high net worth individuals with 75 clients and $133.56 million of assets under management. Among the 6 most similar advisory firms, Talis Advisory Services has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $181.5 million for 219 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Talis Advisory Services doesn't advise any private funds.
The company employs 10 people that are either part- or full-time employees. 70 percent of the employees work as investment advisers or researchers. 8 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Robert James Lamse has been acting as President since 1 Jul 2006. Llc Generational Capital joined the executive team most recently as the Owner.
The principal office where Talis Advisory Services, LLC performs its advisory services is located at 3400 North Central Expressway, Richardson, TX 75080, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 972-378-1795 or by fax 214-291-5236. The normal business hours are by appointment only on Other. You can find more information about the New York firm at fireyourbroker.net.