Taylor Advisory Group

Taylor Advisory Group (CRD# 288437) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $47,663,499 in 67 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

11445 E. Via Linda, Suite 2-426, Scottsdale, AZ 85259

By the Numbers

Total Assets Under Management

48

MILLION
Total Number of Accounts

67

ACCOUNTS
Average Account Value

$711,396

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)
Other

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Educational seminars/workshops

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

AZ, CA

Financial Advisors at Taylor Advisory Group

Showing 1 - 2 of 2 top financial advisors.

Hyun Soo Lee

CRD#: 5890771

410 W. Fallbrook Ave., Suite 202, Fresno, CA 93711

Hyun Soo Lee (CRD# 5890771) is an Investment Advisor Representative working at Taylor Advisory Group in Fresno, CA and has over 12 years of experience in the finance industry.

Philip S. Taylor

CRD#: 1000487

Scottsdale, AZ

Philip Taylor (CRD# 1000487) is an Investment Advisor Representative working at Taylor Advisory Group in Scottsdale, AZ and has over 42 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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