Overview
Assets Under Management: $304 million
Headquarters: RICHMOND, VA
High-Net-Worth Clients: 131
Average Client Assets: $1.9 million
Frequently Asked Questions
TAYLOR HOFFMAN WEALTH 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 #289729), TAYLOR HOFFMAN WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
TAYLOR HOFFMAN WEALTH MANAGEMENT, LLC is headquartered in RICHMOND, VA.
TAYLOR HOFFMAN WEALTH MANAGEMENT, LLC serves 131 high-net-worth clients according to their SEC filing dated March 30, 2024. View client details ↓
According to their SEC Form ADV, TAYLOR HOFFMAN WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
TAYLOR HOFFMAN WEALTH MANAGEMENT, LLC manages $304 million in client assets according to their SEC filing dated March 30, 2024.
According to their SEC Form ADV, TAYLOR HOFFMAN WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 131
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.05%
Average Client Assets: $1.9 million
Total Client Accounts: 787
Discretionary Accounts: 574
Non-Discretionary Accounts: 213
Regulatory Filings
CRD Number: 289729
Filing ID: 1830423
Last Filing Date: 2024-03-30 08:41:00