Unclaimed Profile

Michael C. Wold

TAYLOR FRIGON FAMILY OFFICE, LLC·SCOTTSDALE, Arizona

Series 65Clean record3 years registeredTAYLOR FRIGON FAMILY OFFICE, LLC

18835 N. THOMPSON PEAK PKWY, SCOTTSDALE, AZ 85255CRD# 7642157Firm CRD# 323249

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael C. Wold · SCOTTSDALE, AZ

Registration

CRD #7642157 · TAYLOR FRIGON FAMILY OFFICE, LLC · 3 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TAYLOR FRIGON FAMILY OFFICE, LLC

TAYLOR FRIGON FAMILY OFFICE, LLC

Jun 2023 – Mar 2026

SCOTTSDALE, AZ

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 20, 2023

Years registered · 3

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TAYLOR FRIGON FAMILY OFFICE, LLC

CRD 323249 · SEC 801-127146

AUM

$1M

Regulatory assets under management

Employees

3 client accounts

Services offered by TAYLOR FRIGON FAMILY OFFICE, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TAYLOR FRIGON FAMILY OFFICE, LLC →

Introduction

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Frequently Asked Questions

What services does Michael C. Wold offer?

Michael C. Wold specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Michael C. Wold's credentials?

Michael C. Wold is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael C. Wold located?

Michael C. Wold is based in SCOTTSDALE, Arizona, last registered with TAYLOR FRIGON FAMILY OFFICE, LLC.

How does Michael C. Wold charge for services?

Michael C. Wold's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TAYLOR FRIGON FAMILY OFFICE, LLC?

TAYLOR FRIGON FAMILY OFFICE, LLC has approximately 13 employees and manages $1M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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