Taylor Frigon Capital Management LLC

RIASEC RegisteredEst. 2007

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 organized as an LLC and operating since 2007. The firm acts as a capital allocator for both individual and family clients as well as institutional investors, charging a mix of percentage-of-assets and performance-based fees. Its advisory scope extends beyond discretionary portfolio management for individuals and businesses to include management of pooled investment vehicles and investment companies, along with financial planning and periodic publications. The firm does not identify as an active ESG investor.