Taylor & Taylor Financial Services
Firm details
- Headquarters
- ,
- CRD number
- 117968
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Taylor & Taylor Financial Services operates as a sole proprietorship, focusing on financial planning and portfolio management for individuals and small businesses. The firm does not engage in capital allocation and is not classified as a multi-state adviser. While it does not actively pursue ESG investments, it provides a range of services tailored to meet the unique needs of its clients. The fee structure includes a percentage of assets under management and hourly charges, reflecting a flexible approach to client billing.
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
- Public Funds/Mutual Funds52%
- Cash & Cash Equivalents44%
Contacts
1 of 1Britton Taylor
OwnerCRD 3158186
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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