Taylor & Morgan Wealth Management is an investment advisor in Flint with $254.15 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
273223635
SEC advisor number
801-113195
FINRA CRD number
156177
AUM ?
$254.15 mm
(as of 12 Apr 22)
Accounts
873
(as of 12 Apr 22)
Employees
8
(7 investment advisory or research)
Office hours
Monday - Friday, 8:00AM TO 5:00PM
Brochures
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Taylor, Robert, Thomas | Managing Member/chief Compliance Officer | 07/2010 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Oct 24
13F-HR
Quarterly holdings report by institutional manager
16 Jul 24
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
10 Jan 24
13F-HR
Quarterly holdings report by institutional manager
5 Oct 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
6 Apr 23
13F-HR
Quarterly holdings report by institutional manager
17 Jan 23
13F-HR
Quarterly holdings report by institutional manager
12 Oct 22
13F-HR
Quarterly holdings report by institutional manager
8 Jul 22