Taylor Stephens, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 110055
- Website
- taylorstephens.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI73.36%
- Individuals13.63%
- Pension & Profit Sharing Plans13.02%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Taylor Stephens, Inc. is an independent, Texas-registered advisory corporation that combines legal practice activity with portfolio management for individuals and small businesses. The firm is owned by an individual and charges clients on a percentage-of-AUM fee basis. Its client mix includes both individual & family clients and institutional relationships. The adviser does not position itself as a capital allocator and does not market an ESG investment approach.
Assets & Accounts
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
- Investment Grade Corp Bonds72%
- 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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