TALIS ADVISORY SERVICES, LLC

GENERATIONAL WEALTH ADVISORS
RICHARDSON, Texas·6 registered advisors·CRD# 135145
SEC# 801-676090972-378-1795
01

Firm Overview

AUM
$366M
Regulatory assets under management
Employees
50
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TALIS ADVISORY SERVICES, LLC

6 registered advisors
Brenen Michael Hofstadter
RICHARDSON, Texas
Bryce Douglas Gray
RICHARDSON, Texas
Heath Adam Flock
RICHARDSON, Texas
Jeffrey Brent Everett
RICHARDSON, Texas
Michael Wayne Perkins
RICHARDSON, Texas
Robert James Lamse
RICHARDSON, Texas
05

Office Locations

RICHARDSON, Texas
6 advisors

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Data sourced from SEC Form ADV filings. TALIS ADVISORY SERVICES, LLC (CRD# 135145) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.