Company Information

Get to know talis advisory services, llc

Talis Advisory Services, LLC is a Dallas-based independent wealth management firm registered with the U.S. Securities and Exchange Commission (SEC). The firm operates as a multi-family office, providing comprehensive and customized financial planning, investment management, and advisory services. Founded on the principle of providing conflict-free advice, Talis serves a select group of ultra-high-net-worth clients, focusing on holistic, long-term strategies that encompass investment consulting, wealth enhancement, wealth transfer, and charitable giving. They emphasize their fiduciary duty to act in their clients' best interests.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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talis advisory services, llc

United States

Founded in

2005 (21 Years)

Founded

Last online: No recent activity

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.