$18.9M Total AUM
$18.9M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
34 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-03-1992
- Office Locations
- 1
Office Locations
-- Cambria CA
About Taylor K A Associates INC
Taylor K A Associates INC is a Cambria-based RIA. The firm has been operating for 34 years. Managing $18.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$18.9M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
13.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
34yrs Firm Age
Insights
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
KATHRYN ANN TAYLOR
Chief Compliance Officer, Investment Advisor Representative
- CRD
- #1325240
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,892,130 | $153,843 |
| Non-Discretionary | $0 | $91,704 |
| Total | $18,892,130 | $149,405 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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