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 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

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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 9
  • Angela Fiala

    FinOpCRD 5163386

  • Tami Fratis

    Tami Fratis

    Managing DirectorCRD 5105270

  • Alvie Paschall

    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