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TAYLOR FRIGON FAMILY OFFICE, LLC

SCOTTSDALE, AZ · CRD 323249 · IAPD ↗ · tffamilyoffice.com · 805-226-0280

$20.0MRegulatory AUM
6Advisory reps
11Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
April 2024 — TAYLOR FRIGON FAMILY OFFICE, LLC changed its website from taylorfrigon.blogspot.com to tffamilyoffice.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
50
April 2024 — TAYLOR FRIGON FAMILY OFFICE, LLC shrank from 7 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
58
April 2024 — TAYLOR FRIGON FAMILY OFFICE, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.