Taylor Wealth Management, LLC

Taylor Wealth Management, LLC (CRD# 132955) is a financial advisory firm headquartered in Torrance, CA. They manage $131,036,039 in 202 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3655 Torrance Blvd., Suite 347, Torrance, CA 90503
http://www.taylorwealthmanagement.com
By the Numbers
  • Total Assets Under Management
    131
    MILLION
  • Total Number of Accounts
    202
    ACCOUNTS
  • Average Account Value
    $648,693
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Taylor Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Douglas Taylor, financial advisor Torrance CA
Douglas E. Taylor
CRD#: 4700387
3655 Torrance Blvd., Suite 347, Torrance, CA 90503

Douglas Taylor (CRD# 4700387) is an Investment Advisor Representative working at Taylor Wealth Management, LLC in Torrance, CA and has over 20 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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