Taylor Frigon Capital Management LLC

RIASEC Registered

Total AUM

$233M

Discretionary

$228M

98% of AUM

Avg account

$494K

Accounts

471

Employees

Advisory reps

Firm details

Headquarters: Scottsdale, Arizona
CRD number: 142617
Registered since: February 5, 2007
Website: www.taylorfrigon.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles49.41%
HNWI25.83%
Investment Companies14.01%
Pension & Profit Sharing Plans10.47%
Corporations / Businesses0.25%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of Periodicals

Firm profile

FINTRX

Overview

Taylor Frigon Capital Management LLC is an independent registered investment adviser (SEC-registered in 2007) organized as an LLC that serves both individual and family clients as well as institutional accounts. The firm acts as a capital allocator and offers financial planning, discretionary portfolio management across individuals, pooled vehicles and investment companies, and publishes periodic market commentary. Its fee arrangements include a percentage of assets under management and performance-based fees. The firm does not identify itself as an active ESG investor.