John H Taylor, LLC
RIAState Registered
Total AUM
$16.7M
Discretionary
$16.7M
100% of AUM
Avg account
$121K
Accounts
138
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 154041
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
John H Taylor, LLC is an independent registered investment advisor organized as a limited liability company and owned by an individual. Its client base is focused on individuals and families, and the firm provides financial planning and portfolio management for individuals and small businesses. Compensation is a mix of a percentage of assets under management and hourly charges. The firm does not identify as an active ESG investor and is not set up as a multi-state adviser or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities45%
- Non-Exchange Traded Equities25%
- Cash & Cash Equivalents20%
- Sovereign Bonds10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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