Taylor Investment Counselors LLC (Boston)

Name: Taylor Investment Counselors LLC
Address: 101 Federal Street, Boston, MA, 02110
Telephone: 617-482-2222

Taylor Investment Counselors LLC is a large advisory firm based in Boston. It manages $677 million of regulatory assets for 866 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Alabama, Arizona, California, and 30 other states.

Taylor Investment Counselors provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. 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 Investment Counselors: assets under management

The assets under management (AUM) of Taylor Investment Counselors LLC is $677 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 58% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $677 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $781.76 thousand each.

Taylor Investment Counselors has custody of $550 million in cash and securities for 301 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Taylor Investment Counselors LLC 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 Investment Counselors LLC

Hugh Russell Taylor has been acting as President since 1 Jul 1991. Kellie Ann Aiello joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Hugh Russell Taylor	President/chief compliance officer	1 Jul 1991	75% - 100%	1899478
Hugh Russell Taylor	Chief investment manager/chief compliance officer	1 Jan 2008	75% - 100%	1899478
Christopher Malcolm Blakely	Head of operations	1 Jan 2008	Other	4575750
Bernard Eugene Niedermeyer	Chief investment strategis	1 Jan 2008	Other	4345857
Michael Thomas Whitney	Head of research	1 Jan 2008	Other	2970097
Hugh Russell Taylor	Managing partner/chief compliance officer	1 Sep 2010	50% - 75%	1899478
Christopher Malcolm Blakely	Partner	1 Sep 2010	Other	4575750
Bernard Eugene Niedermeyer	Partner	1 Sep 2010	Other	4345857
Michael Thomas Whitney	Partner	1 Sep 2010	Other	2970097
Hugh Russell Taylor	Partner	1 Dec 2012	50% - 75%	1899478
Scott Michael Dorsey	Chief compliance officer	1 Mar 2013	Other	6178821
Christopher Malcolm Blakely	Partner	1 Mar 2013	25% - 50%	4575750
Bernard Eugene Niedermeyer	Partner	1 Mar 2013	50% - 75%	4345857
Michael Thomas Whitney	Partner	1 Mar 2013	Other	2970097
Kellie Ann Aiello	Chief compliance officer	1 Jan 2014	Other	6318269

Based in Boston

The principal office where Taylor Investment Counselors LLC performs its advisory services is located at 101 Federal Street, Boston, MA 02110, 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 617-482-2222 or by fax 617-482-8484. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.taylorinvestments.com.