Barry
Taylor
Sand Hill Global Advisors, LLC
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About this Advisor
Barry Taylor is a certified financial planner based out of San Francisco, California who has 4 years of relevant experience. Taylor currently works for Sand Hill Global Advisors, LLC. Over the course of their career, they have held roles at Integral Financial Solutions, LLC and Sand Hill Global Advisors, LLC. Taylor is registered to operate in California. Sand Hill Global Advisors, LLC is a financial advisory company operating out of Palo Alto, CA. The investment advisory business has a total of 32 financial advisors. It controls $3 billion in assets under management across its 1,866 accounts, making it one of the largest firms in the nation by assets under management. The firm advises 20 charities and foundations. Of its 1,866 customer accounts, 85% are held by high-net-worth clients who have more than $1 million in assets available to invest. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services largely vary depending on which services the firm provides the client. However, fees billed by Sand Hill Global Advisors, LLC most likely consist of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sand Hill Global Advisors, LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$3,037,936,441
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
32
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
1,866
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$1,628,047
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Barry Taylor Work History
Barry has been registered as a financial advisor for 4 years.*
Sand Hill Global Advisors, LLC
Integral Financial Solutions, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Barry Taylor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sand Hill Global Advisors, LLC
Palo Alto, CA
San Francisco, CA
Palo Alto, CA
Palo Alto, CA
Palo Alto, CA
San Francisco, CA
San Francisco, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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