Taylor & Morgan Asset Management, LLC D/B/A Tm Advisors, L

RIASEC RegisteredEst. 2018

Total AUM

$513M

Discretionary

$470M

92% of AUM

Avg account

$489K

Accounts

1,049

Employees

Advisory reps

Firm details

Headquarters: Troy, Michigan
CRD number: 156177
Registered since: May 8, 2018
Website: www.tmcpa.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI54.43%
Individuals27.68%
Pension & Profit Sharing Plans17.32%
Corporations / Businesses0.55%
Other0.01%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Taylor & Morgan Asset Management, LLC (d/b/a Tm Advisors) is an SEC-registered independent RIA organized as an LLC and operating since 2018. The firm serves both individual/family and institutional clients and offers financial planning, portfolio management for individuals and small businesses, and educational seminars/workshops. Its fees are billed as a percentage of assets under management and on an hourly basis. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser. Reported industry affiliations include relationships with a registered municipal advisor, accounting and law firms, and roles as sponsor, general partner or managing member of pooled investment vehicles.