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Building 2TAYLOR FRIGON FAMILY OFFICE, LLC

Map pinSCOTTSDALE, AZ
Phone805-226-0280
NotebookSEC #801-127146
Total AUM
$20M
Employees
11
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
18835 N. THOMPSON PEAK PKWY
SUITE C-200
SCOTTSDALE
AZ 85255
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
805-226-0280
Other Offices
1

ReceiptFinancials

Total AUM
$20M
Accounts
17
Discretionary
$20M
Accounts
17
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
1
AUM
$20M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAID

HandshakeAffiliates

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

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