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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Legacy atlas
- Established Date
- 04-29-2015
- Office Locations
- 1
Office Locations
About Naylor Asset Management, LLC
Naylor Asset Management, LLC is a Bloomington, MN registered investment adviser providing financial planning and managed-account portfolio management for retail clients, including entrepreneurs. The firm builds asset-allocation portfolios primarily using mutual funds and selective ETFs, complemented by fixed income and cash management. Accounts are custodied at Charles Schwab, with client access via the Schwab Alliance portal.
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Owner & Executives
GREGORY ALLEN NAYLOR JR
CFP , Chief Compliance Officer, President
- CRD
- #3250559
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $42,000,000 | -- |
| Total | $42,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $42,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,014,940,305 | 28.1% |
| Municipal Bonds | $1,491,486,062 | 20.8% |
| U.S. Government/Agency | $372,871,515 | 5.2% |
| Cash | $1,857,186,971 | 25.9% |
| Equity - Exchange | $1,434,121,213 | 20.0% |
| Total | $7,170,606,066 | 100.0% |