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TAYLOR WEALTH MANAGEMENT, LLC
3655 Torrance Blvd.
Suite 347
Torrance, California 90503
Tel: 310-540-8000
About TAYLOR WEALTH MANAGEMENT, LLC
TAYLOR WEALTH MANAGEMENT, LLC, formally registered with the SEC as TAYLOR WEALTH MANAGEMENT, LLC. The firm was established in 04/12/2021. They have over 1 offices throughout the country.
TAYLOR WEALTH MANAGEMENT, LLC is a Torrance, California based Financial Planning firm with nearly $150,735,290 assets under management, offering retirement planning & investment advisory services to 218 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 132955 |
| SEC# | 801-120779 |
| Assets Managed by Firm | $150,735,290 |
| No. of Clients | 218 |
| No. of Advisors | 1 |
Fee Structure
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 218 | $150,735,290 |
| Individuals (other than high net worth individuals) | 19 | $11,037,368 |
| High net worth individuals | 43 | $139,697,922 |
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