TAYLOR K A ASSOCIATES INC

TAYLOR K A ASSOCIATES INC of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 106296). Regulatory assets under management: $18.9M.

Registration

• CRD: 106296
• SEC file number: 801-41280
• Type: Registered investment adviser
• Location: 4901 MORENA BLVD STE 101, SAN DIEGO, CA, 92117-3423
• Phone: 8059275518
• Latest filing: 2026-04-02
• Regulatory AUM: $18.9M
• Discretionary AUM: $18.9M
• Clients: 1
• Accounts: 9

Business model

Compensation: Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 106296 on SEC IAPD (source of record)
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