TAYLOR & WILLIAMS, INC.

LUTZ, Florida·1 registered advisor·CRD# 121776
SEC# 801-68272813-936-0222
01

Firm Overview

AUM
$35M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at TAYLOR & WILLIAMS, INC.

1 registered advisor
Brent Lon Williams
LUTZ, Florida
05

Office Locations

LUTZ, Florida
1 advisor

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Data sourced from SEC Form ADV filings. TAYLOR & WILLIAMS, INC. (CRD# 121776) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.