TALIS ADVISORY SERVICES, LLC of RICHARDSON, TX is an SEC-registered investment adviser (CRD 135145). Regulatory assets under management: $568.8M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Gray Douglas | VICE PRESIDENT; VICE PRESIDENT AND COO | Brooklyn, NY |
| Jeffrey Brent Everett | CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | — |
| Robert James Lamse | MANAGING DIRECTOR, GROWTH AND PARTNERSHIPS; PRESIDENT | — |
| Ryan L Binkley | CHIEF EXECUTIVE OFFICER; CO-TRUSTEE OF JOHN BINKLEY JR. TRUST NO. 4 | — |
| Heath Adam Flock | SECRETARY / TREASURER | — |
| Bryce Douglas Gray | CHIEF OPERATING OFFICER; VICE PRESIDENT AND COO | — |
| Terry Keith Johnson | VICE PRESIDENT | — |
| John H Binkley | CO-TRUSTEE OF JOHN BINKLEY JR. TRUST NO. 4 | — |
| Brenen Michael Hofstadter | MANAGER | — |
| EVERETT JEFFREY BRENT | CHIEF COMPLIANCE OFFICER; CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER; VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| JONES JOHN GILL | DIRECTOR; MEMBER; PARTNER | — |
| PERKINS JENNIFER LEA | DIRECTOR; MEMBER; PARTNER | — |
| LAMSE ROBERT JAMES | PRESIDENT | — |
| PERKINS JONATHAN MICHAEL | LIMITED PARTNER | — |
| JONES TAYLOR PAIGE | LIMITED PARTNER | — |
| JOHNSON ALFRED KEITH | VICE PRESIDENT | — |
| PERKINS ANTHONY WAYNE | CHIEF FINANCIAL OFFICER; MANAGER | — |
| FLOCK HEATH ADAM | SECRETARY / TREASURER | — |
| BINKLEY RYAN L | CHIEF EXECUTIVE OFFICER; CO-TRUSTEE OF JOHN BINKLEY JR. TRUST NO. 4 | — |
| BINKLEY JOHN H | CO-TRUSTEE OF JOHN BINKLEY JR. TRUST NO. 4 | — |
| HOFSTADTER BRENEN MICHAEL | MANAGER | — |
| Ryan L. Binkley | CHIEF EXECUTIVE OFFICER; CO-TRUSTEE OF JOHN BINKLEY JR. TRUST NO. 4 | — |
| John H. Binkley | CO-TRUSTEE OF JOHN BINKLEY JR. TRUST NO. 4 | — |
| Steven Jay Schreiber | MANAGER | — |