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Building 2PLAGENS & TAYLOR WEALTH MANAGEMENT

Map pinSAN ANGELO, TX
Phone325-486-8600
NotebookSEC #801-132268
Total AUM
$318.3M
Employees
6
Clients
389

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
517 W. TWOHIG AVENUE
SAN ANGELO
TX 76903
United States
Operating Hours
8:00 A.M. - 4:30 P.M.
Monday - Friday
Phone
325-486-8600

ReceiptFinancials

Total AUM
$318.3M
Accounts
389
Discretionary
$318.3M
Accounts
389
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
223
AUM
$38M
HNW Individual Clients
127
AUM
$237.9M
Charitable Organization Clients
1
AUM
$802.2K
Corporation or Business Clients
20
AUM
$4.6M
Other Clients
18
AUM
$37M
Description of Other Clients
401K PLANS

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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