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TAYLOR & WILLIAMS, INC.
CRD 121776 · SEC 801-68272
286 CRYSTAL GROVE BLVD., LUTZ, FL, 33548, United States
Phone
813-936-0222
Fax
813-265-0222
Registration
— (—)
Source
State registered
Total AUM
$93.9M
Discretionary AUM
$93.9M
Team
4 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 165 | $39.8M |
| High net worth individuals | 19 | $51.4M |
All web addresses on file
Official SEC filing: View on IAPD