Taylor Grey, Inc.
Firm details
- Headquarters
- Irvine, California
- CRD number
- 308518
- Registered since
- October 2, 2020
Firm profile
FINTRXOverview
Taylor Grey, Inc. is organized as a corporation and appears in SEC registration records beginning in 2020. The firm is owned by an individual and is classified as "unclassified" in the available profile; beyond basic registration attributes, the firm has provided very limited public detail about its business model. The data set does not include descriptions of advisory activities, target client segments, fee arrangements, or stated investment strategies. Available flags indicate Taylor Grey, Inc. is not identified as a capital allocator, is not an active ESG investor, is not listed as a multi-state adviser, and is not designated as a pension consultant or related adviser. Those negative flags, together with the absence of disclosed investment or client information, suggest the firm does not publish a conventional public-facing profile in the sources used here or that reporting to this database is minimal.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Robert Hild
Chairman & CEOCRD 6110956
Contacts
3 of 9Angela Fiala
FinOpCRD 5163386

Tami Fratis
Managing DirectorCRD 5105270

Alvie Paschall
Managing DirectorCRD 5663474
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Irvine, CA
Orange
Location
Irvine, CA
Headquartered in Irvine, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 3158 Scholarship
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Mischler Financial Group, Inc.
Broker-DealerIrvine, CA
Griffin Capital Securities, LLC
Broker-DealerIrvine, CA
Gcmi Securities Corp.
Broker-DealerIrvine, CA
Sutter Securities Clearing, LLC
Broker-DealerIrvine, CA
Shopoff Securities, Inc.
Broker-DealerIrvine, CA
Benefit Funding Services, LLC
Broker-DealerIrvine, CA