T
$18.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
23 yrs Firm Age
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- Custodian
- First Clearing · Trade-PMR · Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2003
- Office Locations
- 1
Office Locations
-- Santa Monica CA
About Taylor & Associates
Taylor & Associates Law, P.C. is a Brooklyn-based law firm focused on U.S. immigration, including employment- and family-based visas/green cards and naturalization. The firm also handles real estate transactions, foreclosure defense, and estate planning (wills and trusts). Serves individuals, families, and employers nationwide, with Spanish-language support and a client login portal.
Team overview
51 AVG AGE
$18.2M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
14.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
NIGEL BRIAN TAYLOR
Owner
- CRD
- #1709118
- 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 | $0 | -- |
| Non-Discretionary | $18,220,570 | -- |
| Total | $18,220,570 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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