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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-21-2024
- Office Locations
- 2
Office Locations
About Taursas Investments
Taursas Investments is a fee-only, commission-free fiduciary RIA providing investment management and financial planning for new investors, investors consolidating existing portfolios, and institutions. The firm builds tailored asset-allocation and custom, long-term value-focused portfolios and supports easy portfolio transfers, emphasizing transparent, low-cost implementation with no platform trading costs. Public filings indicate portfolios are primarily ETF-based and custodied at Schwab.
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Owner & Executives
ANTONIO CERVANTES MONTERO
Chief Compliance Officer, CO-CEO, Co-founder
- CRD
- #7378875
- Ownership
- 50% but less than 75%
Luis Miguel Montero II
CO-CEO, Co-founder
- CRD
- #7841141
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Nicholas Norby
--
- CRD
- #8199785
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,375,000 | -- |
| Non-Discretionary | $22,786,000 | -- |
| Total | $38,161,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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