Tallwoods Partners, LLC
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Overview
Tallwoods Partners, LLC is a financial advisory company based in Chicago, Illinois. It handles $242.5 million in assets over 12 customer accounts, placing it in the mid-tier of financial advisory firms in the United States by assets under management (AUM). Tallwoods Partners, LLC has a small team, including 2 financial advisors. Tallwoods Partners, LLC is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable financial investments such as bonds, options and stocks.
Tallwoods Partners, LLC oversees five of the firm's accounts on a discretionary basis. Discretionary management signifies that buy and sell decisions are made by an investment advisor without needing client consent. The company also manages seven non-discretionary accounts with a total of $181.6 million in assets under management. The company oversees an average of $20.2 million in assets for every customer account. The typical advisor at Tallwoods Partners, LLC administers around six client accounts, placing it among the more personalized financial advisor firms in the country.
Tallwoods Partners, LLC's central office is at 444 N Wabash Ave, Chicago, Illinois 60611. It is allowed to provide services to investors in the state of Illinois.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Tallwoods Partners, LLC by the Numbers
$242.5 million
2
12
$20.2 million
Products and Services
Tallwoods Partners, LLC offers a variety of financial services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Notably, Tallwoods Partners, LLC did not provide financial planning services to any of its accounts in the prior fiscal year. Tallwoods Partners, LLC does not sell products or offer services other than investment advice to its investment advisory accounts.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors typically are based on which services the firm provides the client. Fees billed by Tallwoods Partners, LLC likely include the following fee structures: asset-based, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Tallwoods Partners, LLC.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm provides services to high net worth investors. Out of its 12 accounts, Tallwoods Partners, LLC's largest client by number of accounts is high net worth investors, though it also manages money for five high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 under management or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its accounts reside abroad.
- High-Net-Worth Individuals* - 100%
- Other Individuals - 0%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Tallwoods Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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