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Building 2GERBER/TAYLOR ASSOCIATES LLC

Map pinMEMPHIS, TN
Phone901-526-9750
NotebookSEC #801-36616
Total AUM
$398.1M
Employees
18
Clients
43

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
40 SOUTH MAIN STREET
SUITE 1900
MEMPHIS
TN 38103
United States
Operating Hours
8:00-5:00 CST/CDT
Monday - Friday
Phone
901-526-9750

ReceiptFinancials

Total AUM
$398.1M
Accounts
183
Discretionary
$0
Accounts
0
Non-Discretionary
$398.1M
Accounts
183

ContactClients

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HNW Individual Clients
21
AUM
$70.3M
Pension/Profit Sharing Plan Clients
1
AUM
$4M
Charitable Organization Clients
9
AUM
$124.3M
Corporation or Business Clients
12
AUM
$199.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MSTNTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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