Tulan Capital LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Basalt, Colorado
CRD number
344915
Fee structure
Percentage of AUM
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Tulan Capital LLC is a Colorado-registered limited liability company that provides fee-based financial planning and portfolio management services to individuals and small businesses. The firm identifies itself as a capital allocator and offers selection-of-other-advisers services, suggesting it may outsource or recommend third-party managers as part of client solutions. Ownership is individual and compensation is charged as a percentage of assets under management. The firm does not characterize itself as an ESG investor and is not set up as a multi-state or pension consultant adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

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Contacts

FINTRX

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Basalt, CO

Eagle

Location

Basalt, CO

Headquartered in Basalt, CO, anchoring the Edwards-Glenwood Springs, CO metro in the West.

Metro area
Edwards-Glenwood Springs, CO
Region
West
County
Eagle
Address
100 Elk Run Dr
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth