Taylor & Morgan Asset Management, LLC

Taylor & Morgan Asset Management, LLC (CRD# 156177) is a financial advisory firm headquartered in Flint, MI. They manage $42,000,000 in 319 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    319
    ACCOUNTS
  • Average Account Value
    $131,661
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI, NC

Financial Advisors at Taylor & Morgan Asset Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
William S. Morgan
CRD#: 3172165
2302 Stonebridge Drive, Building D, Flint, MI 48532
93
Wealthminder
score

William Morgan (CRD# 3172165) is an Investment Advisor Representative working at Taylor & Morgan Asset Management, LLC in Flint, MI and has over 17 years of experience in the finance industry.

2
Robert T. Taylor
CRD#: 5833240
2302 Stonebridge Drive, Building D, Flint, MI 48532
93
Wealthminder
score

Robert Taylor (CRD# 5833240) is an Investment Advisor Representative working at Taylor & Morgan Asset Management, LLC in Flint, MI and has over 6 years of experience in the finance industry.

3
Craig Harvey D. Field
CRD#: 6181342
10837 Mount Holly Road, Charlotte, NC 28214
90
Wealthminder
score

Craig Harvey Field (CRD# 6181342) is an Investment Advisor Representative working at Taylor & Morgan Asset Management, LLC in Charlotte, NC and has over 3 years of experience in the finance industry.

4
Steven F. Muntin
CRD#: 1796150
2302 Stonebridge Drive, Building D, Flint, MI 48532
71
Wealthminder
score

Steven Muntin (CRD# 1796150) is an Investment Advisor Representative working at Taylor & Morgan Asset Management, LLC in Flint, MI and has over 23 years of experience in the finance industry.

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