J
$16.7M Total AUM
$16.7M Disc. AUM
-- 3Y CAGR
1 Employees
176 ADV. Clients
15 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-31-2010
- Office Locations
- 1
Office Locations
-- Jones OK
About John H Taylor, LLC
John H Taylor, LLC is a Jones-based RIA. The firm has been operating for 15 years. Managing $16.7M in total assets under management, with 1 advisory representatives. They custody assets with Wells Fargo.
Team overview
-- AVG AGE
$16.7M AVG AUM / ADVISOR
$95.2K AVG AUM / CLIENT
15.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Services
Available
Owner & Executives
J
JOHN HUTSON TAYLOR
Chief Compliance Officer, Managing Member, Partner
- CRD
- #4846081
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,747,337 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,747,337 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available Sovereign Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
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