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TAYLOR SECURITIES, INC.

100 Winners Circle
Suite 400
Brentwood, Tennessee 37027
Tel: 615-372-1356

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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 $243,877,780 assets under management, offering retirement planning & investment advisory services to 358 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#17575
SEC#801-44465
Assets Managed by Firm$243,877,780
No. of Clients358
No. of Advisors8

Fee Structure

  • A Percentage of AUM

Advisory Services Provided

  • Portfolio Management for Individuals

Firm Client Information

No. of ClientsAUM
Firm Total358$243,877,780
Individuals (other than high net worth individuals)48$19,429,535
High net worth individuals65$149,534,199
Pension and profit sharing plans26$74,829,857
Charitable organizations1$84,189

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ARCLINE INVESTMENT MANAGEMENT LP
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GERBER/TAYLOR MANAGEMENT LLC
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