RIA Intel›Advisers›Alabama›W. R. TAYLOR & COMPANY, LLC

W. R. TAYLOR & COMPANY, LLC

Advisory

MONTGOMERY, AL

Data as of Mar 28, 2011 · Source: SEC Form ADV

Total AUM
$54M
1-Year AUM Growth
+62.8%
3-Year CAGR
+3.3%
Employees
0
Assets Under Management
Total AUM$54M
Discretionary AUM$54M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record2
First FilingDec 7, 2009
Latest FilingMar 28, 2011
🔒 Full AUM trend chart and 2 historical filings spanning 2+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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