CRD: 323492
Taylor Strategic Wealth Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-20-2022
- Office Locations
- 1
Office Locations
About Taylor Strategic Wealth Management, LLC
Taylor Strategic Wealth Management is a Redondo Beach, CA RIA led by president Gregory Taylor. The firm provides personalized financial planning and wealth management, building tailored portfolios for individuals and business owners and staying in close contact as goals evolve. Investment implementation uses diversified public funds and ETFs, with access to insurance solutions; Taylor holds NAPA certification and a CA insurance license and custody is through Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Gregory Allen Taylor
Chief Compliance Officer, Financial Advisor, President
- CRD
- #6249763
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,193,764 | $112,322 |
| Non-Discretionary | $10,817,424 | $320,911 |
| Total | $17,011,188 | $201,166 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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