$95.1M Total AUM
$95.1M Disc. AUM
-- 3Y CAGR
2 Employees
60 ADV. Clients
9 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-07-2017
- Office Locations
- 2
Office Locations
410 W. Fallbrook Ave. Suite 202 Fresno CA
-- Scottsdale AZ
About Taylor Advisory Group
Taylor Advisory Group is a Scottsdale-based RIA with 2 offices. The firm has been operating for 9 years. Managing $95.1M in total assets under management, with 2 advisory representatives.
Team overview
-- AVG AGE
$47.5M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
9.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
P
PHILIP SARGENT TAYLOR
Chief Compliance Officer, President, Vice President
- CRD
- #1000487
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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H
HYUN SOO LEE
--
- CRD
- #5890771
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $95,091,760 | -- |
| Non-Discretionary | $0 | -- |
| Total | $95,091,760 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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