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Taylor Mary Catherine (Oakland)


Taylor Mary Catherine is a large advisory firm based in Oakland. It manages $46.13 million of regulatory assets for 104 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

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Taylor Mary Catherine provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Taylor Mary Catherine: assets under management

The assets under management (AUM) of Taylor Mary Catherine is $46.13 million. The firm's AUM has gone down by -26% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $44.32 million in discretionary accounts and $1.81 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $447.71 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $361.65 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Taylor Mary Catherine 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.

Based in Oakland

The principal office where Taylor Mary Catherine performs its advisory services is located at One Kaiser Plaza, Ste 1465, Oakland, CA 94612, 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 510-987-8282 or by fax 510-451-3912. The normal business hours are 8:00 am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.mctaylorassociates.com.


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