Overview
Assets Under Management: $365 million
Headquarters: ROANOKE, VA
High-Net-Worth Clients: 93
Average Client Assets: $3 million
Frequently Asked Questions
TAYLOR FINANCIAL GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #116744), TAYLOR FINANCIAL GROUP, INC. is subject to fiduciary duty under federal law.
TAYLOR FINANCIAL GROUP, INC. is headquartered in ROANOKE, VA.
TAYLOR FINANCIAL GROUP, INC. serves 93 high-net-worth clients according to their SEC filing dated March 10, 2025. View client details ↓
According to their SEC Form ADV, TAYLOR FINANCIAL GROUP, INC. offers financial planning and portfolio management for individuals. View all service details ↓
TAYLOR FINANCIAL GROUP, INC. manages $365 million in client assets according to their SEC filing dated March 10, 2025.
According to their SEC Form ADV, TAYLOR FINANCIAL GROUP, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 93
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.76
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,132
Discretionary Accounts: 1,132
Regulatory Filings
CRD Number: 116744
Filing ID: 1954516
Last Filing Date: 2025-03-10 17:41:00
Website: https://taylorfg.com