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Home > Retirement Planners > arizona > scottsdale > TAYLOR FRIGON FAMILY OFFICE, LLC
TAYLOR FRIGON FAMILY OFFICE, LLC
18835 N. Thompson Peak Pkwy
Suite C-200
Scottsdale, Arizona 85255
Tel: 805-226-0280
About TAYLOR FRIGON FAMILY OFFICE, LLC
TAYLOR FRIGON FAMILY OFFICE, LLC, formally registered with the SEC as TAYLOR FRIGON FAMILY OFFICE, LLC. The firm was established in 01/06/2023. They have over 2 offices throughout the country.
TAYLOR FRIGON FAMILY OFFICE, LLC is a Scottsdale, Arizona based Financial Planning firm with nearly $1,335,177 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 323249 |
| SEC# | 801-127146 |
| Assets Managed by Firm | $1,335,177 |
| No. of Clients | 3 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3 | $1,335,177 |
| High net worth individuals | Fewer than 5 clients | $1,335,177 |
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