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Building 2TAYLOR WEALTH MANAGEMENT PARTNERS

Map pinBOSTON, MA
Phone617-357-4600
NotebookSEC #801-79185
Total AUM
$347.3M
Employees
5
Clients
138

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 FEDERAL STREET
BOSTON
MA 02110-1285
United States
Operating Hours
7:00 AM TO 4:00 PM
Monday - Friday
Phone
617-357-4600
Other Offices
1

ReceiptFinancials

Total AUM
$347.3M
Accounts
456
Discretionary
$347.3M
Accounts
456
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
64
AUM
$11.5M
HNW Individual Clients
64
AUM
$227.2M
Pension/Profit Sharing Plan Clients
2
AUM
$2.6M
Charitable Organization Clients
3
AUM
$12.6M
Investment Advisor Clients
1
AUM
$83.5M
Corporation or Business Clients
4
AUM
$9.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCTFLGALAMANCNHNYRITXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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