TAYLOR & MORGAN WEALTH MANAGEMENT, LLC
Doing business as TAYLOR & MORGAN ASSET MANAGEMENT, LLC D/B/A TM ADVISORS, L. SEC Form ADV profile.
Total regulatory AUM
$512,510,120
Discretionary
$469,818,445
Non-discretionary
$42,691,675
Firm details
- CRD number
- 156177
- SEC file number
- 801-113195
- Main office
- TROY, MI, United States
- Employees
- 8
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.