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| Happy Holidays!! thanks for using AUM13F!! |
| Talis Advisory Services LLC
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| CRD # | 135145 |
| SEC # | 801-67609 |
| CIK # | |
| AUM | $392.5 M (2025-04-24) |
| Employees | 55 (22% Investors, 9% Brokers) |
| Phone | 972-378-1795 |
| Address | 3400 North Central Expressway Richardson, TX 75080 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 69 | 37.4 |
| (b) Individuals (high net worth individuals) | 91 | 265.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 10.6 |
| (h) Charitable organizations | 4 | 9.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 18 | 69.3 |
| (n) Other | 0 | 0.0 |
| Total | 576 | 392.5 |
| By Discretionary | ||
| Discretionary | 576 | 392.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 576 | 392.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 392.5 | |
| Total | 576 | 392.5 |
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