PPrivate Fund Data Log in Join · $37/mo

Taylor Financial Group, Inc.

● SEC registered since 2003CRD 116744SEC# 801-61747Roanoke, VA
Export (members)
Reg. AUM
$365M
Employees
4
Accounts
1,132
Location
Roanoke, VA

Taylor Financial Group, Inc. assets under management

Taylor Financial Group, Inc. is an SEC-registered investment adviser based in Roanoke, VA. The firm has been registered since 2003. It reports $365 million in regulatory assets under management and employs 4 people.
www.taylorfg.comView on SEC.gov ↗

Taylor Financial Group, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Jay Steve Arce ControlVice President/Chief Compliance Officer10-25%2020
John Samuel Taylor ControlPresident/Director50-75%1992
Marvin William Taylor ControlChairman/Director25-50%1986

Frequently asked questions

How much does Taylor Financial Group, Inc. manage?

Taylor Financial Group, Inc. reports $365 million in regulatory assets under management on its Form ADV.

How many employees does Taylor Financial Group, Inc. have?

Taylor Financial Group, Inc. reports 4 employees.

Where is Taylor Financial Group, Inc. located?

Taylor Financial Group, Inc. is based in Roanoke, VA and has been SEC-registered since 2003.

Does Taylor Financial Group, Inc. disclose fund performance?

Taylor Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3102 Brambleton Avenue., SW, Roanoke, VA 24018
Phone540-774-7971
Fax540-774-7697
Office hours9:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK2012516
Discloses disciplinary historyNo

Assets under management

Discretionary$365M
Non-discretionary$0
Total (RAUM)$365M