A. ROBERT TAYLOR FINANCIAL ADVISORY SERVICES, LTD.
A. ROBERT TAYLOR FINANCIAL ADVISORY SERVICES, LTD. of WILMETTE, IL is an SEC-registered investment adviser (CRD 123182). Regulatory assets under management: $53.6M.
Registration
- CRD: 123182
- SEC file number: 801-66502
- Type: Registered investment adviser
- Location: 825 GREEN BAY ROAD, SUITE 120, WILMETTE, IL, 60091
- Phone: 847-251-2099
- Latest filing: 2012-05-30
- Regulatory AUM: $53.6M
- Discretionary AUM: $47.9M
- Non-discretionary AUM: $5.7M
- Clients: 1
- Accounts: 217
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| TAYLOR A ROBERT | OWNER AND PRESIDENT | — |
| BECKMAN MARIE MILES | OWNER; OWNER AND CHIEF COMPLIANCE OFFICER | — |
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