Overview
Assets Under Management: $301 million
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 127
Average Client Assets: $900,985
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 127
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.26
Average High-Net-Worth Client Assets: $900,985
Total Client Accounts: 540
Discretionary Accounts: 514
Non-Discretionary Accounts: 26
Regulatory Filings
CRD Number: 142617
Last Filing Date: 2024-07-25 00:00:00
Website: https://taylorfrigon.com