Taylor Financial Management Inc.
Taylor Financial Management Inc. (CRD# 121131) is a financial advisory firm headquartered in Bexley, OH. They manage $32,051,179 in 21 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Taylor Financial Management Inc.
By the Numbers
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Total Assets Under Management32MILLION
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Total Number of Accounts21ACCOUNTS
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Average Account Value$1,526,247
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH, TX
Financial Advisors at Taylor Financial Management Inc.
1
James Taylor (CRD# 1432404) is an Investment Advisor Representative working at Taylor Financial Management Inc. in Bexley, OH and has over 38 years of experience in the finance industry.
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