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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-07-2001
- Office Locations
- 1
Office Locations
About Taylor & Williams, Inc.
Taylor & Williams, Inc. is a Lutz, Florida-based registered investment adviser serving retail and institutional clients, with a focus on business owners and entrepreneurs. The firm provides financial planning alongside portfolio construction, tax and estate planning, retirement plan guidance, and insurance planning, using diversified allocations across ETFs, mutual funds, and fixed income. Schwab is a primary custodian, and the practice is led by President and CCO Brent Lon Williams.
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Client Personas
Custodian
Investment Themes
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Services
Owner & Executives
BRENT LON WILLIAMS
Broker, Chief Compliance Officer, President
- CRD
- #2850711
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $93,900,000 | $80,275 |
| Non-Discretionary | $0 | -- |
| Total | $93,900,000 | $80,275 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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