Taylor Grey, Inc.
Firm details
- Headquarters
- Mercer Island, Washington
- CRD number
- 308518
- Registered since
- October 2, 2020
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Robert Hild
Chairman & CEOCRD 6110956
Contacts
3 of 8Angela Fiala
FinOpCRD 5163386

Tami Fratis
Managing DirectorCRD 5105270

Alvie Paschall
Managing DirectorCRD 5663474
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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