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TALLWOODS PARTNERS, LLC

CRD 168865 · SEC 801-78525

Visit website

15 W HUBBARD ST, SUITE 500, CHICAGO, IL, 60654, United States

Phone

312-283-3697

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$569.4M

Discretionary AUM

$157.5M

Team

2 total employees; 2 advisory reps; 2 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
High net worth individuals8$459.9M

States served

IL

All web addresses on file

Official SEC filing: View on IAPD