Taylor & Morgan Asset Management, LLC D/b/a Tm Advisors, L
Taylor & Morgan Asset Management, LLC D/b/a Tm Advisors, L is an SEC-registered wealth manager in Troy, MI with $512.5M assets under management (AUM, regulatory AUM), +57% over one year. See who owns Taylor & Morgan Asset Management, LLC D/b/a Tm Advisors, L: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 156177, SEC 801-113195, data through 2026-03-09.
- AUM (assets under management / regulatory AUM)
- $512.5M (2026-03-09)
- Firm type
- Wealth Manager
- Location
- Troy, MI
- Employees
- 8
- Clients
- 452
- CRD
- 156177
- Ownership
- TAYLOR, ROBERT, THOMAS
How much AUM does Taylor & Morgan Asset Management, LLC D/b/a Tm Advisors, L have?
Taylor & Morgan Asset Management, LLC D/b/a Tm Advisors, L reported $512.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-09).
Who owns Taylor & Morgan Asset Management, LLC D/b/a Tm Advisors, L?
Disclosed owners and executives of Taylor & Morgan Asset Management, LLC D/b/a Tm Advisors, L include TAYLOR, ROBERT, THOMAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.