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TAYLOR & MORGAN ASSET MANAGEMENT, LLC D/B/A TM ADVISORS, L
TAYLOR & MORGAN WEALTH MANAGEMENT, LLC
CRD 156177 · SEC 801-113195
3150 LIVERNOIS RD., SUITE 175, TROY, MI, 48083, United States
Phone
248-688-9399
Fax
248.688.9397
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$512.5M
Discretionary AUM
$469.8M
Team
8 total employees; 7 advisory reps; 20 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminarsMERGERS & ACQUISITIONS ADVISORY SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 357 | $141.9M |
| High net worth individuals | 63 | $279.0M |
| Pension/profit sharing plans | 30 | $88.8M |
| Corporations/business entities | 1 | $2.8M |
States served
GA, IL, MI, NC, OH, SC, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD