Effettuare il login Iscriviti gratis

Taylor Investment Counsellors LLC (Boston)


Taylor Investment Counsellors LLC is a large advisory firm based in Boston. It manages $427.86 million of regulatory assets for 253 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Alabama, Arizona, California, and 22 other states.

Logo

Taylor Investment Counsellors provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Taylor Investment Counsellors: assets under management

The assets under management (AUM) of Taylor Investment Counsellors LLC is $427.86 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $427.86 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.69 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Taylor Investment Counsellors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boston

The principal office where Taylor Investment Counsellors LLC performs its advisory services is located at 50 Federal Street, Boston, MA 02110 2509, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-482-2222 or by fax 617-482-8484. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.taylorinvestments.com.


Registered investment advisers similar to Taylor Investment Counsellors LLC