100 Winners Circle
Suite 400
Brentwood, Tennessee 37027
Tel: 615-372-1356
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 $243,877,780 assets under management, offering retirement planning & investment advisory services to 358 clients. The firm is staffed with 8 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 17575 |
SEC# | 801-44465 |
Assets Managed by Firm | $243,877,780 |
No. of Clients | 358 |
No. of Advisors | 8 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 358 | $243,877,780 |
Individuals (other than high net worth individuals) | 48 | $19,429,535 |
High net worth individuals | 65 | $149,534,199 |
Pension and profit sharing plans | 26 | $74,829,857 |
Charitable organizations | 1 | $84,189 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$582,388,000,000 | 58634 | 4134 | |
$18,829,944,477 | 44 | 39 | |
$11,300,952,063 | 9360 | 224 | |
$10,041,415,942 | 9 | 46 | |
$9,208,094,171 | 220 | 41 |
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