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| Taylor Securities Services Inc
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|---|---|
| CRD # | 304070 |
| SEC # | 801-125793 |
| CIK # | 0002115182 |
| AUM | 252.5 M (2026-02-23) |
| Employees | 11 (36% Investors, 0% Brokers) |
| Phone | 717-232-5808 |
| Address | 3113 North Front Street Harrisburg, PA 17110 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002115182 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 16.9 | ||
| Watsco Inc | 8.7 | ||
| Nvidia Corp | 6.0 | ||
| Lockheed Martin Corp | 2.8 | ||
| Wyndham Worldwide Corp | 2.5 | ||
| Deere & Co | 2.5 | ||
| Microsoft Corp | 2.0 | ||
| Visa Inc | 1.9 | ||
| Home Depot Inc | 1.3 | ||
| Alphabet Inc | 1.1 | ||
| Alphabet Inc | 1.0 | ||
| Amazon Com Inc | 0.9 | ||
| American Express Co | 0.9 | ||
| M&T Bank Corp | 0.9 | ||
| McDonalds Corp | 0.7 | ||
| US Bancorp de | 0.6 | ||
| International Business Machines Corp | 0.6 | ||
| Caterpillar Inc | 0.6 | ||
| Amgen Inc | 0.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 730 | 139.5 |
| (b) Individuals (high net worth individuals) | 35 | 86.5 |
| (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 | 2 | 26.5 |
| (n) Other | 0 | 0.0 |
| Total | 126 | 252.5 |
| By Discretionary | ||
| Discretionary | 124 | 252.4 |
| Non-Discretionary | 2 | 0.1 |
| Total | 126 | 252.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 252.5 | |
| Total | 126 | 252.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002115182] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Pollock Investment Advisory Corporation
✚
|
253.8 M | |
|
PPS & V Asset Management Consultants Inc
✚
|
MI | 253.7 M |
|
Washburn Capital Management Inc
✚
|
FL | 253.6 M |
|
Transcend Advisor Group LLC
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WI | 253.2 M |
|
Corrado Advisors LLC
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|
NJ | 252.8 M |
|
Patrick M Sweeney & Associates Inc
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|
IL | 252.5 M |
|
Waycross Investment Management Company
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|
WA | 252.4 M |
|
Bradley & Company Private Wealth Management LLC
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|
252.0 M | |
|
Graham Capital Wealth Management LLC
✚
|
DC | 251.2 M |
|
Team Financial Group LLC
✚
|
CA | 251.1 M |