Taylor & Associates
Taylor & Associates (CRD# 122944) is a financial advisory firm headquartered in , . They manage $15,489,009 in 34 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Taylor & Associates
By the Numbers
-
Total Assets Under Management15MILLION
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Total Number of Accounts34ACCOUNTS
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Average Account Value$455,559
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Taylor & Associates
1
Nigel Taylor (CRD# 1709118) is an Investment Advisor Representative working at Taylor & Associates in Santa Monica, CA and has over 18 years of experience in the finance industry.
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