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| Happy Holidays!! thanks for using AUM13F!! |
| Taylor Securities Inc
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|---|---|
| CRD # | 17575 |
| SEC # | 801-44465 |
| CIK # | 0000801966 |
| AUM | $283.8 M (2025-01-02) |
| Employees | 6 (67% Investors, 100% Brokers) |
| Phone | 615-372-1356 |
| Address | 100 Winners Circle Brentwood, TN 37027 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42 | 18.0 |
| (b) Individuals (high net worth individuals) | 72 | 181.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 17 | 84.5 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 342 | 283.8 |
| By Discretionary | ||
| Discretionary | 182 | 139.3 |
| Non-Discretionary | 160 | 144.5 |
| Total | 342 | 283.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 283.8 | |
| Total | 342 | 283.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
AllSquare Wealth Management LLC
✚
|
NY | 0.3 |
|
Walker Asset Management LLC
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0.3 | |
|
Solitude Financial Services Inc
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VA | 0.3 |
|
Trisperity Advisors LLC
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TX | 0.3 |
|
Boothe Investment Group Inc
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|
DE | 0.3 |
|
Theory Financial LLC
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|
CO | 0.3 |
|
Retirement Planning Group LLC
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|
NY | 0.3 |
|
Latko Wealth Management Ltd
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|
IL | 0.3 |
|
Western Financial Corporation
✚
|
CA | 0.3 |
|
Ayrshire Capital Management LLC
✚
|
CT | 0.3 |