Overview
Assets Under Management: $376 million
Headquarters: MEMPHIS, TN
High-Net-Worth Clients: 27
Average Client Assets: $3.4 million
Frequently Asked Questions
GERBER/TAYLOR ASSOCIATES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108330), GERBER/TAYLOR ASSOCIATES, INC. is subject to fiduciary duty under federal law.
GERBER/TAYLOR ASSOCIATES, INC. is headquartered in MEMPHIS, TN.
GERBER/TAYLOR ASSOCIATES, INC. serves 27 high-net-worth clients according to their SEC filing dated April 23, 2018. View client details ↓
According to their SEC Form ADV, GERBER/TAYLOR ASSOCIATES, INC. offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
GERBER/TAYLOR ASSOCIATES, INC. manages $376 million in client assets according to their SEC filing dated April 23, 2018.
According to their SEC Form ADV, GERBER/TAYLOR ASSOCIATES, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 24.46%
Average Client Assets: $3.4 million
Total Client Accounts: 58
Non-Discretionary Accounts: 58
Regulatory Filings
CRD Number: 108330
Filing ID: 1211743
Last Filing Date: 2018-04-23 14:36:00