TAYLOR & WILLIAMS, INC.
CRD #121776 SEC #801-68272 LUTZ, FL 813-936-0222
SEC Registered
Total AUM
$38M
Discretionary
$37M
Employees
1
Clients
26
Accounts
476
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2012 | $35M | $35M | $0 | 1 | 200 |
| Jan 2012 | $38M | $37M | $971.8K | 1 | 200 |
| Mar 2008 | $35.7M | $35.3M | $400K | 5 | -- |
| Sep 2007 | $32.7M | $31.3M | $1.4M | 5 | -- |
| Aug 2007 | $32.7M | $31.3M | $1.4M | 5 | -- |
DateJan 2012
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees1
Clients200
DateJan 2012
Total AUM$38M
Discretionary$37M
Non-Disc.$971.8K
Employees1
Clients200
DateMar 2008
Total AUM$35.7M
Discretionary$35.3M
Non-Disc.$400K
Employees5
Clients--
DateSep 2007
Total AUM$32.7M
Discretionary$31.3M
Non-Disc.$1.4M
Employees5
Clients--
DateAug 2007
Total AUM$32.7M
Discretionary$31.3M
Non-Disc.$1.4M
Employees5
Clients--