Taylor Grey, Inc.

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Mercer Island, Washington
CRD number
308518
Registered since
October 2, 2020

Firm profile

FINTRX

Overview

Taylor Grey, Inc. is organized as a corporation and appears on SEC records beginning in 2020. Ownership is listed as individual ownership and the firm is classified as "unclassified" in the available snapshot. The firm’s filing indicates it is not a capital allocator, does not identify as an active ESG investor, and is not recorded as a multi-state adviser. It is also not designated as a pension consultant, related adviser, or newly formed adviser under the provided fields. The firm did not supply descriptive detail about its target client segments, fee schedule, core business activities, or the specific advisory services it provides in the source data.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Robert Hild

    Robert Hild

    Chairman & CEOCRD 6110956

Contacts

3 of 8
  • Angela Fiala

    FinOpCRD 5163386

  • Tami Fratis

    Tami Fratis

    Managing DirectorCRD 5105270

  • Alvie Paschall

    Alvie Paschall

    Managing DirectorCRD 5663474

Unlock 5 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Mercer Island, WA

King

Location

Mercer Island, WA

Headquartered in Mercer Island, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
King
Address
7525 Se 24th St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth