$2.4M Total AUM
$2.4M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
18 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Trade-PMR
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-24-2007
- Office Locations
- 1
Office Locations
601 Chelsea Road Suite 4 Trent Woods NC
About Tayloe Financial Services, LLC
Tayloe Financial Services, LLC is a Trent Woods-based RIA. The firm has been operating for 18 years. Managing $2.4M in total assets under management, with 1 advisory representatives. They custody assets with Trade-PMR.
Team overview
-- AVG AGE
$2.4M AVG AUM / ADVISOR
$338.9K AVG AUM / CLIENT
18.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
DEBORAH COOK TAYLOE
Managing Member
- CRD
- #4645918
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,372,103 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,372,103 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Equity - Exchange:
Available Other:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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