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Building 2TAYLOR INVESTMENT ADVISORS LP

Map pinDALLAS, TX
Phone214-775-4200
NotebookSEC #801-61075
Total AUM
$203M
Employees
7
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2911 TURTLE CREEK BLVD
SUITE 300
DALLAS
TX 75219
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
214-775-4200

ReceiptFinancials

Total AUM
$203M
Accounts
10
Discretionary
$173.5M
Accounts
9
Non-Discretionary
$29.5M
Accounts
1

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CTTX

HandshakeAffiliates

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

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