TAYLOR FRIGON CAPITAL MANAGEMENT LLC

18835 N. Thompson Peak Pkwy
Suite C-200
Scottsdale, Arizona 85255
Tel: 805-226-0280

About TAYLOR FRIGON CAPITAL MANAGEMENT LLC

TAYLOR FRIGON CAPITAL MANAGEMENT LLC, formally registered with the SEC as TAYLOR FRIGON CAPITAL MANAGEMENT LLC. The firm was established in 02/05/2007. They have over 2 offices throughout the country.

TAYLOR FRIGON CAPITAL MANAGEMENT LLC is a Scottsdale, Arizona based Financial Planning firm with nearly $301,346,962 assets under management, offering retirement planning & investment advisory services to 540 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	142617
SEC#	801-67498
Assets Managed by Firm	$301,346,962
No. of Clients	540
No. of Advisors	11

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	540	$301,346,962
High net worth individuals	145	$158,370,403
Pension and profit sharing plans	8	$27,550,371
Charitable organizations	Fewer than 5 clients	$2,510,201
Other investment advisers	Fewer than 5 clients	$1,335,177
Corporations or other businesses	6	$5,180,837

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