Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > oregon > portland > TAYLOR SECURITIES, INC.
TAYLOR SECURITIES, INC.
100 Winners Circle
Suite 400
Brentwood, Tennessee 37027
Tel: 615-372-1356
About TAYLOR SECURITIES, INC.
TAYLOR SECURITIES, INC, formally registered with the SEC as TAYLOR SECURITIES, INC. The firm was established in 07/30/1993. They have over 1 offices throughout the country.
TAYLOR SECURITIES, INC. is a Brentwood, Tennessee based Financial Planning firm with nearly $283,848,153 assets under management, offering retirement planning & investment advisory services to 342 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 17575 |
| SEC# | 801-44465 |
| Assets Managed by Firm | $283,848,153 |
| No. of Clients | 342 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 342 | $283,848,153 |
| Individuals (other than high net worth individuals) | 42 | $17,970,866 |
| High net worth individuals | 72 | $181,338,982 |
| Pension and profit sharing plans | 17 | $84,516,846 |
| Charitable organizations | 1 | $21,459 |
More Retirement Planning firms in Brentwood, Tennessee:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $34,385,256,113 | 126310 | 112 | |
| $25,897,235,362 | 73 | 9 | |
| $13,438,401,059 | 431 | 41 | |
| $8,394,137,837 | 4068 | 60 | |
| $6,856,132,947 | 1409 | 17 |
Explore More Retirement Advisors in Brentwood, Tennessee