CRD: 112804
Financial Telesis Company
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-01-1998
- Office Locations
- 1
Office Locations
About Financial Telesis Company
Telesis Tax & Financial provides integrated tax and financial advice, delivering well-balanced tax and financial planning through independent resources. The firm supports business owners and planning-driven clients with tax planning, retirement and insurance planning, and business succession guidance, alongside portfolio management built around asset allocation with meaningful ETF and fixed-income exposure. Established in 1985; Schwab is a primary custodian.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JEFFREY WILLIAM LITTLE
President
- CRD
- #1293868
- Ownership
- 75% or more
MONICA CLAIRE LITTLE
Licensed Insurance Agent, Secretary
- CRD
- --
- Ownership
- 5% but less than 10%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,183,817 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,183,817 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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