Taylor Grey, Inc.

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Mercer Island, Washington
CRD number
308518
Registered since
October 2, 2020

Firm profile

FINTRX

Overview

Taylor Grey, Inc. is a corporate-structured investment adviser that registered with the SEC in 2020. FINTRX classifies the firm as "unclassified" and indicates it is owned by an individual. The publicly captured profile shows the adviser does not position itself as a capital allocator and is not identified as an active ESG investor. The firm’s filings and the available snapshot provide limited detail on client types, fee schedules, or specific advisory activities. FINTRX also records that Taylor Grey, Inc. is not flagged as a multi-state adviser, not newly formed (per their internal flagging), and is not listed as a pension consultant or related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Robert Hild

    Robert Hild

    Chairman & CEOCRD 6110956

Contacts

3 of 8
  • Angela Fiala

    FinOpCRD 5163386

  • Tami Fratis

    Tami Fratis

    Managing DirectorCRD 5105270

  • Alvie Paschall

    Alvie Paschall

    Managing DirectorCRD 5663474

Unlock 5 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Mercer Island, WA

King

Location

Mercer Island, WA

Headquartered in Mercer Island, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
King
Address
7525 Se 24th St
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth