Investment adviser · CRD 121776

TAYLOR & WILLIAMS, INC.

Investment adviser filing (IA)

LUTZ, FL, United States · Form ADV filed Jan 26, 2012

Regulatory AUM
$35M
Form ADV · Item 5.F
Client accounts
436
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: Jan 26, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly

Principal office

288 CRYSTAL GROVE BLVD.
LUTZ, FL, 33548, United States

CRD 121776

Filing source

Form ADV 606775 · Jan 26, 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.