RIA Intelligence

A. ROBERT TAYLOR FINANCIAL ADVISORY SERVICES, LTD.

CRD #123182 SEC #801-66502 WILMETTE, IL 847-251-2099
SEC Registered
Total AUM
$53.6M
Discretionary
$47.9M
Employees
1
Clients
26
Accounts
217

Firm Details

Organization Type
Corporation
State of Formation
Illinois
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 17, 2012
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
TAYLOR, A, ROBERTIOWNER AND PRESIDENTD Control
TAYLOR, A, ROBERTIOWNER AND PRESIDENTD Control
TAYLOR, A, ROBERTIOWNER AND PRESIDENTD Control
TAYLOR, A, ROBERTIOWNER AND PRESIDENTD Control
TAYLOR, A, ROBERTIOWNER AND PRESIDENTD Control
TAYLOR, A, ROBERTIOWNER AND PRESIDENTD Control
TAYLOR, A, ROBERTIOWNER AND PRESIDENTD Control
TAYLOR, A, ROBERTIOWNER AND PRESIDENTD Control
TAYLOR, A, ROBERTIOWNER AND PRESIDENTD Control
BECKMAN, MARIE, MILESIOWNERC Control
BECKMAN, MARIE, MILESIOWNER AND CHIEF COMPLIANCE OFFICERC Control
BECKMAN, MARIE, MILESIOWNER AND CHIEF COMPLIANCE OFFICERC Control
BECKMAN, MARIE, MILESIOWNER AND CHIEF COMPLIANCE OFFICERC Control
BECKMAN, MARIE, MILESIOWNER AND CHIEF COMPLIANCE OFFICERC Control
BECKMAN, MARIE, MILESIOWNER AND CHIEF COMPLIANCE OFFICERC Control
BECKMAN, MARIE, MILESIOWNER AND CHIEF COMPLIANCE OFFICERC Control
BECKMAN, MARIE, MILESIOWNER AND CHIEF COMPLIANCE OFFICERC Control
BECKMAN, MARIE, MILESIOWNER AND CHIEF COMPLIANCE OFFICERC Control

Registrations

Federal

IA
May 17, 2012 REGISTERED

Notice Filings (2)

IL MD

Address

825 GREEN BAY ROAD
SUITE 120
WILMETTE, IL 60091
United States
Phone: 847-251-2099