Plagens & Taylor Wealth Management
Firm details
- Headquarters
- San Angelo, Texas
- CRD number
- 335178
- Registered since
- March 26, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI74.75%
- Individuals11.94%
- Other11.62%
- Corporations / Businesses1.43%
- Charitable Organizations0.25%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Plagens & Taylor Wealth Management is an independent, individual-owned registered investment adviser that began SEC registration in 2025. The firm provides discretionary portfolio management for individuals, small businesses, and institutions, and offers pension-consulting services. Its business model is fee-based on a percentage of assets under management rather than commissions. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds52%
- Cash & Cash Equivalents19%
- Exchange Traded Equities12%
- State & Local Bonds9%
- Investment Grade Corp Bonds8%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Angelo, TX
Tom Green
Location
San Angelo, TX
Headquartered in San Angelo, TX, in the South of the United States.
- Region
- South
- County
- Tom Green
- Address
- 517 W Twohig Ave
- Time zone
- CT (UTC-6)
- Office locations
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