Taylor Stephens, Inc.

RIASEC Registered
Total AUM
$39.2M
Discretionary
$7.1M
18% of AUM
Avg account
$568K
Accounts
69
Employees
1
Advisory reps
2

Firm details

Headquarters
,
CRD number
110055
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI70.36%
  • Individuals15.06%
  • Pension & Profit Sharing Plans14.58%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Taylor Stephens, Inc. operates as a corporation primarily focused on providing portfolio management services for individuals and small businesses. The firm is structured as a law firm and serves both individual and family clients as well as institutional clients. Taylor Stephens, Inc. employs a fee structure based on a percentage of assets under management (AUM). While the firm is not classified as an active ESG investor, it has carved out a niche in managing wealth through traditional investment strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 48%, Investment Grade Corp Bonds 24%, State & Local Bonds 17%, Cash & Cash Equivalents 6%, Exchange Traded Equities 5%48%
  • Non-Exchange Traded Equities48%
  • Investment Grade Corp Bonds24%
  • State & Local Bonds17%
  • Cash & Cash Equivalents6%
  • Exchange Traded Equities5%

Contacts

2 of 2
  • William Brinson

    PresidentCRD 30774

  • Michael Noel

    Michael Noel

    PresidentCRD 2082516

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth