Overview
Assets Under Management: $301 million
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 127
Average Client Assets: $900,985
Frequently Asked Questions
TAYLOR FRIGON CAPITAL MANAGEMENT LLC 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 #142617), TAYLOR FRIGON CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
TAYLOR FRIGON CAPITAL MANAGEMENT LLC is headquartered in SCOTTSDALE, AZ.
TAYLOR FRIGON CAPITAL MANAGEMENT LLC serves 127 high-net-worth clients according to their SEC filing dated July 25, 2024. View client details ↓
According to their SEC Form ADV, TAYLOR FRIGON CAPITAL MANAGEMENT LLC offers financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
TAYLOR FRIGON CAPITAL MANAGEMENT LLC manages $301 million in client assets according to their SEC filing dated July 25, 2024.
According to their SEC Form ADV, TAYLOR FRIGON CAPITAL MANAGEMENT LLC serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
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