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Ashley Smith Taggart

GREYLOCK PEAK INVESTMENTS, LLC·SEBASTOPOL, California
GREYLOCK PEAK INVESTMENTS, LLC
125 S. MAIN STREET, SEBASTOPOL, CA 95472CRD# 2612635Firm CRD# 158941

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ashley Smith Taggart · SEBASTOPOL, CA
Registration
CRD #2612635 · GREYLOCK PEAK INVESTMENTS, LLC
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Ashley Smith Taggart is a registered financial advisor based in SEBASTOPOL, California, affiliated with GREYLOCK PEAK INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

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03

Firm Overview

Firm
GREYLOCK PEAK INVESTMENTS, LLC
GREYLOCK PEAK INVESTMENTS, LLC
AUM
Regulatory assets under management
Employees
2
Total firm employees
Services
Other
04

Background

Compensation
Other: SOLICITOR'S FEES
Regulatory
SEC/IARD CRD# 2612635
Firm CRD# 158941
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ashley Smith Taggart offer?
Ashley Smith Taggart is a registered financial advisor in SEBASTOPOL, California. Contact their office for details on services offered.
What are Ashley Smith Taggart's credentials?
Ashley Smith Taggart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ashley Smith Taggart located?
Ashley Smith Taggart is based in SEBASTOPOL, California, working with GREYLOCK PEAK INVESTMENTS, LLC. Their office serves clients in the SEBASTOPOL metropolitan area and surrounding communities.
How does Ashley Smith Taggart charge for services?
Ashley Smith Taggart's firm is compensated through other: solicitor's fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREYLOCK PEAK INVESTMENTS, LLC?
GREYLOCK PEAK INVESTMENTS, LLC has approximately 2 employees. The firm is registered with the SEC as an investment adviser.
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