TAYLOR SECURITIES SERVICES, INC.

3113 North Front Street
Harrisburg, Pennsylvania 17110
Tel: 717-232-5808

About TAYLOR SECURITIES SERVICES, INC.

TAYLOR SECURITIES SERVICES, INC, formally registered with the SEC as TAYLOR SECURITIES SERVICES, INC. The firm was established in 06/02/2022. They have over 1 offices throughout the country.

TAYLOR SECURITIES SERVICES, INC. is a Harrisburg, Pennsylvania based Financial Planning firm with nearly $124,825,671 assets under management, offering retirement planning & investment advisory services to 932 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	304070
SEC#	801-125793
Assets Managed by Firm	$124,825,671
No. of Clients	932
No. of Advisors	10

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	932	$124,825,671
Individuals (other than high net worth individuals)	906	$92,207,224
High net worth individuals	24	$32,553,548
Corporations or other businesses	2	$64,899

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