Taylor, Bernard (Worcester, Worcestershire)

Taylor, Bernard is a large advisory firm based in Worcester, Worcestershire. It manages $334.14 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2012.

Taylor, Bernard provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Taylor, Bernard: assets under management

The assets under management (AUM) of Taylor, Bernard is $334.14 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -39% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $334.14 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $111.38 million each.

Investments

The firm invests in non-exchange traded securities the most. They account for 89% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 11% of the firm’s portfolio.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Taylor, Bernard for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Taylor, Bernard

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Bernard Taylor	Sp	1 Feb 1956	75% - 100%	6036106

Based in Worcester, Worcestershire

The principal office where Taylor, Bernard performs its advisory services is located at 2 Spring Lane, Worcester, Worcestershire, Wr5 1 Au, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 44 7377557255. The normal business hours are 9-5 on Monday - Friday.