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TAYLOR FINANCIAL MANAGEMENT INC
CRD 121131
2700 E. MAIN STREET, #105, BEXLEY, OH, 43209, United States
Phone
614-235-6710
Fax
614-235-6681
Registration
— (—)
Source
State registered
Total AUM
$45.6M
Discretionary AUM
$21.8M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-29
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $3.6M |
| High net worth individuals | 8 | $42.0M |
All web addresses on file
Official SEC filing: View on IAPD