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Home > Retirement Planners > virginia > roanoke > TAYLOR FINANCIAL GROUP, INC.
TAYLOR FINANCIAL GROUP, INC.
3102 Brambleton Avenue., Sw
Roanoke, Virginia 24018
Tel: 540-774-7971
About TAYLOR FINANCIAL GROUP, INC.
TAYLOR FINANCIAL GROUP, INC, formally registered with the SEC as TAYLOR FINANCIAL GROUP, INC. The firm was established in 01/17/2003. They have over 1 offices throughout the country.
TAYLOR FINANCIAL GROUP, INC. is a Roanoke, Virginia based Financial Planning firm with nearly $364,966,550 assets under management, offering retirement planning & investment advisory services to 1132 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 116744 |
| SEC# | 801-61747 |
| Assets Managed by Firm | $364,966,550 |
| No. of Clients | 1132 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1132 | $364,966,550 |
| Individuals (other than high net worth individuals) | 411 | $117,070,306 |
| High net worth individuals | 93 | $247,287,367 |
| Charitable organizations | 1 | $49,408 |
| Corporations or other businesses | 2 | $559,469 |
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