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⚲
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| Taylor & Morgan Wealth Management LLC
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| |
|---|---|
| CRD # | 156177 |
| SEC # | 801-113195 |
| CIK # | 0001844266 |
| AUM | $277.5 MM (2024-01-31) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 810-230-8200 |
| Address | 2302 Stonebridge Drive Flint, MI 48532 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 6.6 | |
| MSFT | 1,918,222.4 | 6.1 | |
| AMZN | 1,092,997.8 | 4.4 | |
| NVDA | 399,550.0 | 3.8 | |
| GOOGL | 1,475,138.5 | 3.6 | |
| AVGO | 201,282.9 | 2.6 | |
| BXSL | 4,025.1 | 1.3 | |
| T | 147,547.0 | 0.8 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 337 | 86.5 |
| (b) Individuals (high net worth individuals) | 43 | 103.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 30.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 3.0 |
| (n) Other | 1 | 0.2 |
| Total | 879 | 223.1 |
| By Discretionary | ||
| Discretionary | 879 | 223.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 879 | 223.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 223.1 | |
| Total | 879 | 223.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001844266] |
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|---|---|---|
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KS | 0.3 |
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TX | 0.3 |
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OR | 0.3 |
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