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Building 2TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANY

Map pinLOUISVILLE, KY
Phone502-412-2524
NotebookSEC #801-60952
Total AUM
$16B
Employees
14
Clients
147

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
700 NORTH HURSTBOURNE PKWY
SUITE 110
LOUISVILLE
KY 40222
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
502-412-2524

ReceiptFinancials

Total AUM
$16B
Accounts
147
Discretionary
$877.6M
Accounts
3
Non-Discretionary
$15.1B
Accounts
144

ContactClients

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Banking Clients
146
AUM
$15.9B
Insurance Company Clients
1
AUM
$14.9M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementOther Services
Other Services
INVESTMENT CONSULTING FOR INSTITUTIONAL CLIENTS
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILINKYOHTN

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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