TAYLOR & TAYLOR FINANCIAL SERVICES

TAYLOR & TAYLOR FINANCIAL SERVICES is an SEC-registered investment adviser (CRD 117968). Regulatory assets under management: $800K.

Registration

• CRD: 117968
• Type: Registered investment adviser
• Phone: 817-379-5142
• Latest filing: 2020-05-13
• Regulatory AUM: $800K
• Discretionary AUM: $800K
• Clients: 1
• Accounts: 2

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 117968 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search