Sign in
Create a free account
TAYLOR K A ASSOCIATES INC
619-839-3189
SEC #801-41280Total AUM
$25.1M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
1PM TO 5 PM
FRIDAY
FRIDAY
Phone
619-839-3189
Financials
Total AUM
$25.1M
Accounts
168Discretionary
$24M
Accounts
156Non-Discretionary
$1.1M
Accounts
12
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly Fee
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.