A. Robert Taylor Financial Advisory Services, Ltd. (Wilmette)


A. Robert Taylor Financial Advisory Services, Ltd. is an adviser based in Wilmette. It manages $53.62 million of regulatory assets for 217 client accounts. It has been registered with the SEC as an adviser since 2006.

A. Robert Taylor Financial Advisory Services provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

A. Robert Taylor Financial Advisory Services: assets under management

The assets under management (AUM) of A. Robert Taylor Financial Advisory Services, Ltd. is $53.62 million. The firm's AUM has grown by 114% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $47.9 million in discretionary accounts and $5.72 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $221.75 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $5.72 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay A. Robert Taylor Financial Advisory Services, Ltd. for their services and products based on a percentage of assets under management and hourly charges. 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.

Careers at A. Robert Taylor Financial Advisory Services, Ltd.

A. Robert Taylor Financial Advisory Services, Ltd. is owned by Marie Miles Beckman. A Robert Taylor joined the executive team most recently as the Owner And President.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
A Robert Taylor Owner and president 1 Feb 1996 50% - 75% 3030998
Marie Miles Beckman Owner 1 Jan 2003 25% - 50% 4049931

Based in Wilmette

The principal office where A. Robert Taylor Financial Advisory Services, Ltd. performs its advisory services is located at 825 Green Bay Road, Wilmette, IL 60091, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 847-251-2099 or by fax 847-251-2022. The normal business hours are 9:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at www.artfin.com.

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