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).

Current Firm Details
2302 Stonebridge Drive, Building D, Flint, MI 48532
https://www.tmcpa.com/assetmanagement
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 Morgan, financial advisor Flint MI
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 18 years of experience in the finance industry.

2
Robert Taylor, financial advisor Flint MI
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 Field, financial advisor Charlotte NC
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 4 years of experience in the finance industry.

4
Steven Muntin, financial advisor Flint MI
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.

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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals