Overview
Assets Under Management: $151 million
Headquarters: TORRANCE, CA
High-Net-Worth Clients: 43
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.68
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 218
Discretionary Accounts: 16
Non-Discretionary Accounts: 202
Regulatory Filings
CRD Number: 132955
Last Filing Date: 2025-03-04 00:00:00
Website: https://taylorwealth.com