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| Happy Holidays!! thanks for using AUM13F!! |
| Taurum Retirement Partners LLC
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|---|---|
| CRD # | 282017 |
| SEC # | 801-130407 |
| CIK # | |
| AUM | $142.6 M (2025-03-28) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 480-626-2501 |
| Address | 1921 S Alma School Road Suite 308 Mesa, AZ 85210 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 75 | 23.3 |
| (b) Individuals (high net worth individuals) | 49 | 104.0 |
| (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 | 0 | 3.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 11.7 |
| (n) Other | 0 | 0.0 |
| Total | 407 | 142.6 |
| By Discretionary | ||
| Discretionary | 394 | 140.6 |
| Non-Discretionary | 13 | 2.0 |
| Total | 407 | 142.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 142.6 | |
| Total | 407 | 142.6 |
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