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$22.7M Total AUM
$21.7M Disc. AUM
-- 3Y CAGR
1 Employees
70 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-18-2022
- Office Locations
- 1
Office Locations
4025 Automation WAY D3 Fort Collins CO
About Taylors Financial
Taylors Financial is a values-based, fee-only planning firm in Fort Collins, CO serving individuals, families, and business owners. The practice builds coordinated financial plans that integrate personal and business tax preparation, retirement planning, charitable gift planning, and insurance/investment reviews. Custody is with Charles Schwab.
Team overview
47 AVG AGE
$22.7M AVG AUM / ADVISOR
$324.4K AVG AUM / CLIENT
3.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Available
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Available
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JASON C TAYLOR
Chief Compliance Officer, Chief Operations Officer
- CRD
- #4470837
- 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 | $21,700,000 | -- |
| Non-Discretionary | $1,005,000 | -- |
| Total | $22,705,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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