Talisker Investment Group, LLC. is a large advisory firm based in Boise. It manages $32.4 million of regulatory assets for 367 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Arizona, California, Idaho, North Carolina, and Washington.
Talisker Investment Group provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, security ratings or pricing services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Talisker Investment Group, LLC. is $32.4 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Talisker Investment Group, LLC. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Daniel J Wiggins has been acting as President since 1 Jul 2004. Daniel Jason Wiggins has served as the Chief Investment Officer since 1 Jul 2004.
The principal office where Talisker Investment Group, LLC. performs its advisory services is located at 3124 N Bogus Basin Road, Boise, ID 83702 The mailing address of the firm is Po Box 2123, Boise, ID 83701 2123. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 208-860-4244 or by fax 866-240-4612. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at www.taliskergroup.com.