Gerard Joseph Frigon
Investment adviser representative at Taylor Frigon Family Office, LLC
19 yearsExperience
2 statesRegistered in
$20MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Taylor Frigon Family Office, LLCJan 2023 to now
- Taylor Frigon Capital Management LLCJan 2007 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 2 states (AZ, CA).
Taylor Frigon Family Office, LLC
$20MAssets managed
0Clients
6Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1624124
- Firm CRD
- 323249