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Taylor & Williams, Inc. (Lutz)


Taylor & Williams, Inc. is an adviser based in Lutz. It manages $35 million of regulatory assets for 436 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Florida.

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Taylor & Williams provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, 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 & Williams: assets under management

The assets under management (AUM) of Taylor & Williams, Inc. is $35 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $35 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $80.28 thousand each.
Taylor & Williams has custody of $35 million in cash and securities for 209 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Taylor & Williams, Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lutz

The principal office where Taylor & Williams, Inc. performs its advisory services is located at 288 Crystal Grove Blvd., Lutz, FL 33548, 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 813-936-0222 or by fax 813-265-0222. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.taylorandwilliams.com.


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