$4.5M Total AUM
$4.5M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
19 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2007
- Office Locations
- 1
Office Locations
-- Williamston NC
About Taylor Investment Advisory
Taylor Investment Advisory is a Williamston-based RIA. The firm has been operating for 19 years. Managing $4.5M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$4.5M AVG AUM / ADVISOR
$753.5K AVG AUM / CLIENT
19.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
RICHARD WAYNE TAYLOR
--
- CRD
- --
- 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 | $4,520,819 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,520,819 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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