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Building 2TAYLOR FINANCIAL GROUP, INC.

Map pinROANOKE, VA
Phone540-774-7971
NotebookSEC #801-61747
Total AUM
$410M
Employees
6
Clients
501

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3102 BRAMBLETON AVENUE., SW
ROANOKE
VA 24018
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
540-774-7971

ReceiptFinancials

Total AUM
$410M
Accounts
1,112
Discretionary
$410M
Accounts
1,112
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
395
AUM
$117.1M
HNW Individual Clients
103
AUM
$291.9M
Charitable Organization Clients
1
AUM
$122
Corporation or Business Clients
2
AUM
$996.4K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANCNHSCTXVA

HandshakeAffiliates

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

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