Adviser Profile
| As of Date | 05/22/2019 |
| Registration status | Registration Changed to TAYLOR SECURITIES SERVICES, INC. |
| ADV Location | HARRISBURG, PA, United States |
| AUM* | 30,153,333 |
| of that, discretionary | 30,153,333 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 90,279 |
| % High Net Worth | 0.60% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
30M
26M
22M
17M
13M
9M
4M
2019
Private Funds
No private funds