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TAYLOR FINANCIAL, LLC
CRD 147829
1213 CULBRETH DR., WILMINGTON, NC, 28405, United States
Phone
910-256-8818
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$55.3M
Discretionary AUM
$55.3M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $11.6M |
| High net worth individuals | 24 | $43.7M |
All web addresses on file
Official SEC filing: View on IAPD