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Home > Retirement Planners > michigan > troy > TAYLOR & MORGAN ASSET MANAGEMENT, LLC
TAYLOR & MORGAN ASSET MANAGEMENT, LLC
3150 Livernois Rd.
Suite 175
Troy, Michigan 48083
Tel: 248-688-9399
About TAYLOR & MORGAN ASSET MANAGEMENT, LLC
TAYLOR & MORGAN ASSET MANAGEMENT, LLC, formally registered with the SEC as TAYLOR & MORGAN ASSET MANAGEMENT, LLC. The firm was established in 05/08/2018. They have over 4 offices throughout the country.
TAYLOR & MORGAN ASSET MANAGEMENT, LLC is a Troy, Michigan based Financial Planning firm with nearly $326,999,538 assets under management, offering retirement planning & investment advisory services to 995 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 156177 |
| SEC# | 801-113195 |
| Assets Managed by Firm | $326,999,538 |
| No. of Clients | 995 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 995 | $326,999,538 |
| Individuals (other than high net worth individuals) | 366 | $114,318,102 |
| High net worth individuals | 52 | $169,694,671 |
| Pension and profit sharing plans | 10 | $40,355,829 |
| Corporations or other businesses | 1 | $2,563,145 |
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