Taylor Stephens, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 110055
- Website
- taylorstephens.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI70.36%
- Individuals15.06%
- Pension & Profit Sharing Plans14.58%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Taylor Stephens, Inc. operates as a corporation primarily focused on providing portfolio management services for individuals and small businesses. The firm is structured as a law firm and serves both individual and family clients as well as institutional clients. Taylor Stephens, Inc. employs a fee structure based on a percentage of assets under management (AUM). While the firm is not classified as an active ESG investor, it has carved out a niche in managing wealth through traditional investment strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities48%
- Investment Grade Corp Bonds24%
- State & Local Bonds17%
- Cash & Cash Equivalents6%
- Exchange Traded Equities5%
Contacts
2 of 2William Brinson
PresidentCRD 30774
Michael Noel
PresidentCRD 2082516
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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