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Building 2TAYLOR WEALTH MANAGEMENT, LLC

Map pinTORRANCE, CA
Phone310-540-8000
NotebookSEC #801-120779
Total AUM
$170.5M
Employees
1
Clients
63

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3655 TORRANCE BLVD.
SUITE 347
TORRANCE
CA 90503
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
310-540-8000

ReceiptFinancials

Total AUM
$170.5M
Accounts
226
Discretionary
$10.6M
Accounts
16
Non-Discretionary
$159.9M
Accounts
210

ContactClients

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Individual Clients
17
AUM
$10.1M
HNW Individual Clients
46
AUM
$160.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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