Taylor & Morgan Asset Management, LLC

Taylor & Morgan Asset Management, LLC (CRD# 156177) is a financial advisory firm headquartered in Troy, MI. They manage $277,511,235 in 935 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
3150 Livernois Rd., Suite 175, Troy, MI 48083
https://www.facebook.com/taylorandmorgan/
By the Numbers
  • Total Assets Under Management
    278
    MILLION
  • Total Number of Accounts
    935
    ACCOUNTS
  • Average Account Value
    $296,803
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, IL, MI, NC, NH, OH, SC, TX

Financial Advisors at Taylor & Morgan Asset Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Bryan Long, financial advisor Troy MI
Bryan J. Long
CRD#: 6562843
3150 Livernois Rd., Suite 175, Troy, MI 48083

Bryan Long (CRD# 6562843) is an Investment Advisor Representative working at Taylor & Morgan Asset Management, LLC in Troy, MI and has over 6 years of experience in the finance industry.

2
Andrew Morgan, financial advisor Troy MI
Andrew D. Morgan
CRD#: 6863390
3150 Livernois Rd., Suite 175, Troy, MI 48083

Andrew Morgan (CRD# 6863390) is an Investment Advisor Representative working at Taylor & Morgan Asset Management, LLC in Troy, MI and has over 6 years of experience in the finance industry.

3
Robert Taylor, financial advisor Troy MI
Robert T. Taylor
CRD#: 5833240
3150 Livernois Rd., Suite 175, Troy, MI 48083

Robert Taylor (CRD# 5833240) is an Investment Advisor Representative working at Taylor & Morgan Asset Management, LLC in Troy, MI and has over 13 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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