Overview
Assets Under Management: $284 million
Headquarters: BRENTWOOD, TN
High-Net-Worth Clients: 72
Average Client Assets: $3 million
Frequently Asked Questions
TAYLOR SECURITIES, 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 #17575), TAYLOR SECURITIES, INC. is subject to fiduciary duty under federal law.
TAYLOR SECURITIES, INC. is headquartered in BRENTWOOD, TN.
TAYLOR SECURITIES, INC. serves 72 high-net-worth clients according to their SEC filing dated January 02, 2025. View client details ↓
According to their SEC Form ADV, TAYLOR SECURITIES, INC. offers portfolio management for individuals. View all service details ↓
TAYLOR SECURITIES, INC. manages $284 million in client assets according to their SEC filing dated January 02, 2025.
According to their SEC Form ADV, TAYLOR SECURITIES, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 72
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.89
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 342
Discretionary Accounts: 182
Non-Discretionary Accounts: 160
Regulatory Filings
CRD Number: 17575
Last Filing Date: 2025-01-02 00:00:00
Website: https://taylorws.com