Overview
Assets Under Management: $365 million
Headquarters: ROANOKE, VA
High-Net-Worth Clients: 93
Average Client Assets: $3 million
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