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TAYLOR STEPHENS, INC.

TAYLOR STEPHENS INC

CRD 110055 · SEC 801-36895

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$39.2M

Discretionary AUM

$7.1M

Team

1 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Corporation

Filing date

2025-09-21

Disciplinary history

Yes

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  • SEC IAPD →

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Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals35$5.9M
High net worth individuals30$27.6M
Pension/profit sharing plans4$5.7M

All web addresses on file

Official SEC filing: View on IAPD