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Building 2TAYLOR FRIGON CAPITAL MANAGEMENT LLC

Map pinSCOTTSDALE, AZ
Phone805-226-0280
NotebookSEC #801-67498
Total AUM
$232.6M
Employees
11
Clients
121

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
$232.6M
Accounts
471
Discretionary
$228.3M
Accounts
448
Non-Discretionary
$4.3M
Accounts
23

ContactClients

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HNW Individual Clients
98
AUM
$60.1M
Investment Company Clients
1
AUM
$32.6M
Pooled Vehicle Clients
2
AUM
$114.9M
Pension/Profit Sharing Plan Clients
7
AUM
$24.4M
Charitable Organization Clients
10
AUM
$56.3K
Corporation or Business Clients
3
AUM
$579.3K

Briefcase businessServices

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Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAIDTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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