TAYLORS FINANCIAL

TAYLORS FINANCIAL of FORT COLLINS, CO is an SEC-registered investment adviser (CRD 323416). Regulatory assets under management: $22.7M.

Registration

• CRD: 323416
• Type: Registered investment adviser
• Location: 4025 AUTOMATION WAY D3, FORT COLLINS, CO, 80525
• Phone: 970-584-9551
• Latest filing: 2026-03-03
• Regulatory AUM: $22.7M
• Discretionary AUM: $21.7M
• Non-discretionary AUM: $1.0M
• Clients: 1
• Accounts: 143

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323416 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search