TAYLOR GREY, INC.

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
10
Avg account
$0

Firm details

Headquarters
IRVINE, California
CRD number
308518
Registered since
October 2, 2020

Firm profile

FINTRX

Overview

Taylor Grey, Inc. is organized as a corporation and registered with the SEC in 2020. The firm is owned by an individual and is recorded under an unclassified adviser type. Public records indicate it is not flagged as a capital allocator and does not self-identify as an active ESG investor. The firm has not disclosed core business or advisory activities, client segments, fee arrangements, or manager allocation preferences in the submitted data. Several standard adviser attributes are negative: it is not listed as a multi-state adviser, not described as newly formed for regulatory purposes, and is not identified as a pension consultant or related adviser.

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

    Chairman & CEOCRD 6110956

Contacts

3 of 9
  • Angela Fiala

    FinOpCRD 5163386

  • TAMI FRATIS

    Managing DirectorCRD 5105270

  • ALVIE PASCHALL

    Managing DirectorCRD 5663474

Unlock 6 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

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth