RIA Intel›Advisers›Texas›TAYLOR STEPHENS INC

TAYLOR STEPHENS INC

Advisory

N·DALLAS, TX

Data as of May 24, 2012 · Source: SEC Form ADV

Total AUM

$66M

1-Year AUM Growth

+1.2%

3-Year CAGR

-0.5%

Employees

0

Assets Under Management

Total AUM$66M

Discretionary AUM$66M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Filing History

Total Filings on Record22

First FilingApr 26, 2001

Latest FilingMay 24, 2012

Full AUM trend chart and 22 historical filings spanning 11+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on TAYLOR STEPHENS INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.