Investment adviser · CRD 110055

TAYLOR STEPHENS, INC.

Investment adviser filing (IA)

TAYLOR STEPHENS INC

DALLAS, TX, United States · Form ADV filed May 24, 2012

Regulatory AUM
$65.7M
Form ADV · Item 5.F
Client accounts
279
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 24, 2012. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Publication of newsletters

Compensation

Percentage of assets · Hourly · Fixed · Commissions

Principal office

12720 HILLCREST RD, SUITE 810
DALLAS, TX, 75230, United States

CRD 110055

Filing source

Form ADV 648404 · May 24, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.