1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2NAYLOR & COMPANY

Map pin
Phone415-741-7280
NotebookSEC #801-136313
Total AUM
$103.4M
Employees
5
Clients
105

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
415-741-7280
Other Offices
2

ReceiptFinancials

Total AUM
$103.4M
Accounts
240
Discretionary
$102.3M
Accounts
233
Non-Discretionary
$1.1M
Accounts
7

ContactClients

View more in analytics →

Individual Clients
59
AUM
$18.2M
HNW Individual Clients
43
AUM
$83.4M
Pension/Profit Sharing Plan Clients
3
AUM
$1.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAMDNYTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account