RIA Intel›Advisers›Connecticut›TAYLOR HOUSE INVESTMENT MANAGEMENT, INC.

TAYLOR HOUSE INVESTMENT MANAGEMENT, INC.

Advisory

NEW MILFORD, CT

Data as of Mar 13, 2008 · Source: SEC Form ADV

Total AUM
$24M
1-Year AUM Growth
-29.8%
3-Year CAGR
-12.9%
Employees
0
Assets Under Management
Total AUM$24M
Discretionary AUM$24M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record10
First FilingJul 19, 2001
Latest FilingMar 13, 2008
🔒 Full AUM trend chart and 10 historical filings spanning 7+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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