Taylor Stephens Inc is an adviser based in Dallas. It manages $65.72 million of regulatory assets for 279 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.
Taylor Stephens provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Taylor Stephens Inc is $65.72 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -44% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Taylor Stephens Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
John Allen Taylor has been acting as President since 1 Aug 1994. William Kent Brinson joined the executive team most recently as the Director/Secretary/Chief Compliance Officer/President.
The principal office where Taylor Stephens Inc performs its advisory services is located at 12720 Hillcrest Rd, Dallas, TX 75230, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 972-991-1181 or by fax 972-991-9761. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.taylorstephens.com.