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| Happy Holidays!! thanks for using AUM13F!! |
| Taylor Securities Services Inc
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| CRD # | 304070 |
| SEC # | 801-125793 |
| CIK # | |
| AUM | $152.9 M (2025-07-15) |
| Employees | 12 (33% Investors, 0% Brokers) |
| Phone | 717-232-5808 |
| Address | 3113 North Front Street Harrisburg, PA 17110 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 599 | 111.7 |
| (b) Individuals (high net worth individuals) | 24 | 41.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,025 | 152.9 |
| By Discretionary | ||
| Discretionary | 1,022 | 152.5 |
| Non-Discretionary | 3 | 0.4 |
| Total | 1,025 | 152.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 152.9 | |
| Total | 1,025 | 152.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
KUHN & Company Investment Counsel LLC
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|
IL | 0.2 |
|
Old Oak Financial Planning Inc
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MI | 0.2 |
|
Retirement Financial Group LLC
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TX | 0.2 |
|
Wincap Financial LLC
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MA | 0.2 |
|
Torrey Wealth LLC
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CA | 0.2 |
|
OFC Financial Planning LLC
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|
0.2 | |
|
Comima LLC
✚
|
0.2 | |
|
Aspetuck Financial Management LLC
✚
|
CT | 0.2 |
|
Steven G Blum and Associates LLC
✚
|
PA | 0.2 |
|
Wisdom Wealth Strategies LLC
✚
|
CO | 0.2 |