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Building 2TAYLOR STRATEGIC WEALTH MANAGEMENT, LLC

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Phone310-245-3668
NotebookSEC #801-126769
Total AUM
$10.9M
Employees
1
Clients
28

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
310-245-3668

ReceiptFinancials

Total AUM
$10.9M
Accounts
54
Discretionary
$3.5M
Accounts
31
Non-Discretionary
$7.4M
Accounts
23

ContactClients

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Individual Clients
14
AUM
$552.8K
HNW Individual Clients
13
AUM
$10.2M
Corporation or Business Clients
1
AUM
$106.7K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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