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TAYLORS FINANCIAL
FTC PROSPERITY ADVISORS
CRD 323416
4025 AUTOMATION WAY D3, FORT COLLINS, CO, 80525, United States
Phone
970-584-9551
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$22.7M
Discretionary AUM
$21.7M
Team
1 total employees; 1 advisory reps; 6 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 60 | $17.8M |
| High net worth individuals | 4 | $4.9M |
All web addresses on file
Official SEC filing: View on IAPD