Overview
Assets Under Management: $152 million
Headquarters: SPARTANBURG, SC
High-Net-Worth Clients: 59
Average Client Assets: $2.0 million
Frequently Asked Questions
MCHAM TAYLOR & CO. 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 #155378), MCHAM TAYLOR & CO. is subject to fiduciary duty under federal law.
MCHAM TAYLOR & CO. is headquartered in SPARTANBURG, SC.
MCHAM TAYLOR & CO. serves 59 high-net-worth clients according to their SEC filing dated December 01, 2017. View client details ↓
According to their SEC Form ADV, MCHAM TAYLOR & CO. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
MCHAM TAYLOR & CO. manages $152 million in client assets according to their SEC filing dated December 01, 2017.
According to their SEC Form ADV, MCHAM TAYLOR & CO. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.07%
Average Client Assets: $2.0 million
Total Client Accounts: 134
Discretionary Accounts: 93
Non-Discretionary Accounts: 41
Regulatory Filings
CRD Number: 155378
Filing ID: 1150155
Last Filing Date: 2017-12-01 05:17:00