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 $283,848,153 assets under management, offering retirement planning & investment advisory services to 342 clients. The firm is staffed with 6 experienced financial planners.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$651,482,000,000 | 62140 | 4565 | |
$14,371,072,726 | 37 | 37 | |
$13,961,190,744 | 9 | 48 | |
$12,356,541,464 | 8945 | 236 | |
$10,409,129,905 | 208 | 42 |
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