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Building 2TAYLOR CAPITAL MANAGEMENT

Map pin
Phone304-260-0078
NotebookSEC #801-124720
Total AUM
$142.9M
Employees
1
Clients
214

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM - 4:30 PM
Monday - Friday
Phone
304-260-0078
Other Offices
1

ReceiptFinancials

Total AUM
$142.9M
Accounts
214
Discretionary
$142.9M
Accounts
214
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
176
AUM
$54.2M
HNW Individual Clients
31
AUM
$80.7M
Pension/Profit Sharing Plan Clients
5
AUM
$6.7M
Charitable Organization Clients
1
AUM
$1.1M
Corporation or Business Clients
1
AUM
$216.4K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMDPASCTXVAWV

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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