TAYLOR & MORGAN WEALTH MANAGEMENT, LLC

TAYLOR & MORGAN ASSET MANAGEMENT, LLC
TROY, Michigan·1 registered advisor·CRD# 156177
SEC# 801-1131953248-688-9399
01

Firm Overview

AUM
$278M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TAYLOR & MORGAN WEALTH MANAGEMENT, LLC

1 registered advisor
Robert Thomas Taylor
FLINT, Michigan
05

Office Locations

FLINT, Michigan
1 advisor

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Data sourced from SEC Form ADV filings. TAYLOR & MORGAN WEALTH MANAGEMENT, LLC (CRD# 156177) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.