Taylor
Wilcox
Astoria Strategic Wealth, Inc
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About this Advisor
Taylor Wilcox is a financial advisor based in Humble, Texas, working with Astoria Strategic Wealth, Inc. Taylor has previously held positions at Astoria Strategic Wealth, Inc, Full Time Student, Chi Baylor St. Luke's Hospital, Houston Methodist Hospital, and Mayo Clinic Hospital, Methodist Campus. Taylor has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Taylor is part of Astoria Strategic Wealth, Inc, which operates out of Humble, Texas. The firm has 6 offices and 7 employees. The firm manages assets totaling $374.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Astoria Strategic Wealth, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Astoria Strategic Wealth, Inc Brokerage Details
$374,224,263
7
792
$472,505
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Taylor Wilcox Work History
Astoria Strategic Wealth, Inc
Astoria Strategic Wealth, Inc
Houston Methodist Hospital
Chi Baylor St. Luke'S Hospital
Mayo Clinic Hospital, Methodist Campus
Full Time Student
Disclosures
Please visit the SEC profile of Taylor Wilcox 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 Astoria Strategic Wealth, Inc
Humble, TX
Fort Worth, TX
Conroe, TX
Conroe, TX
Conroe, TX
Conroe, TX
Conroe, TX
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