Overview
Assets Under Management: $284 million
Headquarters: BRENTWOOD, TN
High-Net-Worth Clients: 72
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 72
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.89
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 342
Discretionary Accounts: 182
Non-Discretionary Accounts: 160
Regulatory Filings
CRD Number: 17575
Last Filing Date: 2025-01-02 00:00:00
Website: https://taylorws.com