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 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
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 1ROBERT 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
ACORNS SECURITIES, LLC
Broker-DealerIRVINE, CA
GRIFFIN CAPITAL SECURITIES, LLC
Broker-DealerIRVINE, CA
CAPITAL SYNERGY PARTNERS
Broker-DealerIRVINE, CA
KEYSTONE CAPITAL MARKETS
Broker-DealerIRVINE, CA
WNC CAPITAL CORPORATION
Broker-DealerIRVINE, CA
WESTERN GROWERS FINANCIAL SERVICES
Broker-DealerIRVINE, CA