TAYLOR FRIGON FAMILY OFFICE, LLC
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 323249
- Registered since
- January 6, 2023
- Website
- taylorfrigon.blogspot.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Taylor Frigon Family Office, LLC is a limited liability company that registered with the SEC in 2023 and operates under a percentage-of-AUM fee model. The firm presents itself as a family office and provides financial planning and discretionary portfolio management services across individual, small-business, and institutional/business relationships. It lists affiliations with other investment advisers, accounting firms, and law firms, and is identified as a related adviser in its filings. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities92%
- Cash & Cash Equivalents8%
Owners & executives
3 of 5DOUGLAS CONNOLLY
Chief Compliance Officer & Director of OperationsCRD 4219721
Michael Frigon
Founder & Chief Investment OfficerCRD 7976051
KAREN FRIGON
Principal and Chief Operating OfficerCRD 6101820
Contacts
2 of 2Kameron Gilbert
Operations AssociateCRD 7646404
JOHN FEREBEE
Client Relationship ManagerCRD 5666877
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Scottsdale, AZ
MARICOPA
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- MARICOPA
- Address
- 18835 N Thompson Peak Pkwy
- Time zone
- MT (UTC-7)
- Office locations
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