TAYLOR GODDARD INVESTMENTS

TAYLOR GODDARD INVESTMENTS is an SEC-registered investment adviser (CRD 307013). Regulatory assets under management: $7.8M.

Registration

• CRD: 307013
• Type: Registered investment adviser
• Phone: 253-948-6431
• Latest filing: 2026-03-31
• Regulatory AUM: $7.8M
• Discretionary AUM: $7.8M
• Clients: 1
• Accounts: 116

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 307013 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search