Taylor
Herzog

Tyme Advisors

CRD#5214086
Investment Advisor
in Plano, TX

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About this Advisor

Taylor Herzog is a financial advisor based in Plano, Texas, working with Tyme Advisors. Taylor has previously held positions at Lake Point Wealth Management, LLC, Valkyrie Equities Corporation, Tyme Capital Holdings, Inc, Hilltop Holdings, Ahuja And Clark, Pllc, and Tython Capital, LLC Dba Tyme Advisors. Taylor has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Taylor is part of Tyme Advisors, which operates out of Plano, Texas. The firm has one employee and manages assets totaling $532.2 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Tyme Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5851 Legacy Circle 6Th Floor
Plano, TX 75024

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Tyme Advisors Brokerage Details

Total Assets Under Management

$532,237,783

TX Average: $3,042,739,679
Total Number of Employees

1

TX Average: 49
Total Number of Accounts

1,076

TX Average: 2,315
Average Account Size

$494,645

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Taylor Herzog Work History

2019 - Present (6 years)

Tyme Capital Holdings, Inc

2016 - Present (9 years)

Tython Capital, LLC Dba Tyme Advisors

2020 - 2022 (2 years)

Valkyrie Equities Corporation

2018 - 2020 (2 years)

Lake Point Wealth Management, LLC

2016 - 2018 (2 years)

Ahuja And Clark, Pllc

2014 - 2016 (2 years)

Hilltop Holdings

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Disclosures

Please visit the SEC profile of Taylor Herzog to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Tyme Advisors

Taylor Herzog
Plano, TX

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