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Building 2MCHAM TAYLOR & CO.

Map pinSPARTANBURG, SC
Phone864-582-7000
NotebookSEC #801-72073
Total AUM
$151.6M
Employees
1
Clients
134

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
781 EAST MAIN STREET
SPARTANBURG
SC 29302
United States
Operating Hours
9:00 A.M. TO 4:30 P.M.
Monday - Friday
Phone
864-582-7000

ReceiptFinancials

Total AUM
$151.6M
Accounts
134
Discretionary
$123.7M
Accounts
93
Non-Discretionary
$27.9M
Accounts
41

ContactClients

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Individual Clients
73
AUM
$32.1M
HNW Individual Clients
59
AUM
$118.4M
Pension/Profit Sharing Plan Clients
2
AUM
$1.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NCSCTX

HandshakeAffiliates

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

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