Overview
Assets Under Management: $153 million
Headquarters: HARRISBURG, PA
High-Net-Worth Clients: 24
Average Client Assets: $2 million
Frequently Asked Questions
TAYLOR SECURITIES SERVICES, 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 #304070), TAYLOR SECURITIES SERVICES, INC. is subject to fiduciary duty under federal law.
TAYLOR SECURITIES SERVICES, INC. is headquartered in HARRISBURG, PA.
TAYLOR SECURITIES SERVICES, INC. serves 24 high-net-worth clients according to their SEC filing dated July 15, 2025. View client details ↓
According to their SEC Form ADV, TAYLOR SECURITIES SERVICES, INC. offers portfolio management for individuals. View all service details ↓
TAYLOR SECURITIES SERVICES, INC. manages $153 million in client assets according to their SEC filing dated July 15, 2025.
According to their SEC Form ADV, TAYLOR SECURITIES SERVICES, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 24
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 26.92
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,025
Discretionary Accounts: 1,022
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 304070
Filing ID: 2003756
Last Filing Date: 2025-07-15 09:52:00
Website: https://keybridgecompliance.com