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TAYLOR FRIGON FAMILY OFFICE, LLC
TAYLOR FRIGON FAMILY OFFICE, LLC
SCOTTSDALE, Arizona
·
2 registered advisors
·
CRD# 323249
SEC# 801-127146
1
805-226-0280
01
Firm Overview
AUM
$1M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at TAYLOR FRIGON FAMILY OFFICE, LLC
2 registered advisors
Jennifer Oanh Hall
SCOTTSDALE, Arizona
CRD# 7044995
Michael C. Wold
SCOTTSDALE, Arizona
CRD# 7642157
05
Office Locations
SCOTTSDALE, Arizona
2 advisors
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Data sourced from SEC Form ADV filings. TAYLOR FRIGON FAMILY OFFICE, LLC (CRD# 323249) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.