Taylor Financial Management Inc.

Taylor Financial Management Inc. (CRD# 121131) is a financial advisory firm headquartered in Bexley, OH. They manage $37,235,948 in 14 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2700 E. Main Street, #105, Bexley, OH 43209
http://taylorfinancialmanagementinc.com
By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $2,659,711
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH, TX

Financial Advisors at Taylor Financial Management Inc.
Showing 1 - 1 of 1 top financial advisors.
1
James Taylor, financial advisor Bexley OH
James H. Taylor
CRD#: 1432404
2700 E. Main Street, Bexley, OH 43209

James Taylor (CRD# 1432404) is an Investment Advisor Representative working at Taylor Financial Management Inc. in Bexley, OH and has over 38 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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