TAYLOR FINANCIAL MANAGEMENT INC
Firm details
- Headquarters
- BEXLEY, Ohio
- CRD number
- 121131
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI92.08%
- Individuals7.92%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Taylor Financial Management Inc. is a small, privately owned advisory corporation serving individual and family clients with portfolio management for individuals and small businesses. The firm bills clients as a percentage of assets under management and operates under a single-owner structure. It does not identify as an ESG-focused manager, is not registered as a multi-state adviser, and is not positioned as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities63%
- Public Funds/Mutual Funds35%
- Cash & Cash Equivalents2%
Contacts
1 of 1JAMES TAYLOR
Registered Investment AdviserCRD 1432404
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BEXLEY, OH
FRANKLIN
Location
BEXLEY, OH
Headquartered in BEXLEY, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- FRANKLIN
- Address
- 2700 E Main St
- Time zone
- ET (UTC-5)
- Office locations
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