James
Taylor

Taylor Advisors, Inc, A Hub International Company

CRD#4506132
Investment Advisor
in Louisville, KY

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About this Advisor

James Taylor is a financial advisor based in Louisville, Kentucky, working with Taylor Advisors, Inc, A Hub International Company. James has previously held positions at Bank Of Louisville and Taylor Advisors, Inc. James is registered to provide services in Kentucky. Currently, James is part of Taylor Advisors, Inc, A Hub International Company, which operates out of Louisville, Kentucky. The firm has 14 employees and manages assets totaling $16.8 billion. The services offered by the firm include portfolio management for institutional clients and other services. The fee structure at Taylor Advisors, Inc, A Hub International Company includes asset-based and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

806 Stone Creek Parkway Suite 11
Louisville, KY 40223

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Taylor Advisors, Inc, A Hub International Company Brokerage Details

Total Assets Under Management

$16,780,521,000

KY Average: $949,722,027
Total Number of Employees

14

KY Average: 35
Total Number of Accounts

147

KY Average: 1,296
Average Account Size

$114,153,204

KY Average: $732,810

Investment Advisory Services

  • Portfolio management for businesses or institutional clients
  • Other

James Taylor Work History

2002 - Present (22 years)

Taylor Advisors, Inc

1994 - Present (30 years)

Bank Of Louisville

Disclosures

Please visit the SEC profile of James 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 Taylor Advisors, Inc, A Hub International Company

Brandon Bullock
Louisville, KY
Alexander Antskaitis
Louisville, KY
James Taylor
Louisville, KY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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