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Tl Taylor, LLC (Kokomo)


Tl Taylor, LLC is an adviser based in Kokomo. It manages $850 thousand of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Indiana.

Tl Taylor provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Tl Taylor: assets under management

The assets under management (AUM) of Tl Taylor, LLC is $850 thousand, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $850 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $56.67 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tl Taylor, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Kokomo

The principal office where Tl Taylor, LLC performs its advisory services is located at 215 W. Sycamore St, Kokomo, IN 46901, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 765-457-3373 or by fax 765-456-3121. The normal business hours are 8am - 5pm on Monday - Friday.


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