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TAYLOE FINANCIAL SERVICES, LLC
CRD 145172
601 CHELSEA ROAD, SUITE 4, TRENT WOODS, NC, 28562, United States
Phone
2525710222
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$2.4M
Discretionary AUM
$2.4M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $267K |
| High net worth individuals | 1 | $2.1M |
Official SEC filing: View on IAPD