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GENERATIONAL WEALTH ADVISORS
TALIS ADVISORY SERVICES, LLC
CRD 135145 · SEC 801-67609
3400 NORTH CENTRAL EXPRESSWAY, SUITE 100, RICHARDSON, TX, 75080, United States
Phone
972-378-1795
Fax
214-291-5236
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$568.8M
Discretionary AUM
$568.8M
Team
60 total employees; 11 advisory reps; 55 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 61 | $39.2M |
| High net worth individuals | 98 | $406.8M |
| Pension/profit sharing plans | 3 | $9.1M |
| Charitable organizations | 4 | $8.2M |
| Corporations/business entities | 18 | $105.4M |
States served
AZ, CA, CO, IL, LA, MI, NE, NY, NC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD