Taylor Investment Advisory
RIASEC Registered
Total AUM
$4.5M
Discretionary
$4.5M
100% of AUM
Avg account
$266K
Accounts
17
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 142833
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI60.85%
- Individuals39.15%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Taylor Investment Advisory is a single-owner, independent registered investment adviser operating as a sole proprietorship and serving individual and family clients. The practice focuses on financial planning and portfolio management for individuals and small businesses. Compensation is a mix of AUM-based fees and hourly charges. The adviser is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state or pension consultant.
Assets & Accounts
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
- US Government Bonds95%
- Cash & Cash Equivalents5%
Contacts
1 of 1Richard Taylor
Sole ProprietorCRD 5272803
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations