| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert Verlin Sollis Control | Managing Member & Chief Compliance Officer | Over 75% | 2015 |
Taurum Retirement Partners, LLC reports $142.6 million in regulatory assets under management on its Form ADV.
Taurum Retirement Partners, LLC reports 2 employees.
Taurum Retirement Partners, LLC is based in Mesa, AZ and has been SEC-registered since 2024.
Taurum Retirement Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1921 S Alma School Road Suite 308, Mesa, AZ 85210 |
| Phone | 480-626-2501 |
| Fax | 480-895-1999 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $140.6M |
| Non-discretionary | $2M |
| Total (RAUM) | $142.6M |