TAURUM RETIREMENT PARTNERS, LLC

Overview

Taurum Retirement Partners, LLC is an independent registered investment adviser organized as an LLC that positions itself as a capital allocator for individual and family clients. The firm combines advisory and insurance-broker activity, offering financial planning and portfolio management for individuals and small businesses while also selecting third‑party managers on clients’ behalf. Taurum Retirement Partners emphasizes managed, fee‑based relationships (percentage of AUM plus other fees) and structures portfolios with a core exposure to public pooled vehicles complemented by selective allocations to alternative strategies. The firm is not an active ESG investor and operates under a model that blends advisory oversight with access to outside specialist managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices