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Building 2TAYLOR & MORGAN ASSET MANAGEMENT, LLC D/B/A TM ADVISORS, L

Map pinTROY, MI
Phone248-688-9399
NotebookSEC #801-113195
Total AUM
$512.5M
Employees
8
Clients
452

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3150 LIVERNOIS RD.
SUITE 175
TROY
MI 48083
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
248-688-9399
Other Offices
3

ReceiptFinancials

Total AUM
$512.5M
Accounts
1,049
Discretionary
$469.8M
Accounts
1,029
Non-Discretionary
$42.7M
Accounts
20

ContactClients

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Individual Clients
357
AUM
$141.9M
HNW Individual Clients
63
AUM
$279M
Pension/Profit Sharing Plan Clients
30
AUM
$88.8M
Corporation or Business Clients
1
AUM
$2.8M
Other Clients
1
AUM
$67.8K
Description of Other Clients
TAYLOR & MORGAN ASSET MANAGEMENT SUNDRY ACCOUNT

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
MERGERS & ACQUISITIONS ADVISORY SERVICES
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGAILMINCNHOHSCTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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