TALIS ADVISORY SERVICES, LLC
Doing business as GENERATIONAL WEALTH ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$568,765,356
Discretionary
$568,765,356
Non-discretionary
$0
Firm details
- CRD number
- 135145
- SEC file number
- 801-67609
- Main office
- RICHARDSON, TX, United States
- Employees
- 60
- SEC status
- Approved
- Website
- HTTP://WWW.TALISADVISORS.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.