Chad Naylor (CRD# 4625661) is the CEO and founder of Naylor & Company in San Francisco, CA, and has over 13 years of experience in the finance industry. At Naylor & Company, we work closely with clients to develop well-tuned financial plans. We assist clients in making appropriate allocations of their investments among cash, bonds and stocks. With respect to stock investments, we invest clients in diversified portfolios that make up the Naylor & Company Core Composite. Our composite has a 5-Star Rating from Morningstar, and a Number 1 Ranking from Pensions & Investments Magazine for their category of SMA Overall Domestic Equity for our 5-year returns to 9/30/2015.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Naylor & Company | San Francisco, CA | Jan 2003 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2002 |
- CA
- TX
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Total Assets Under Management70MILLIONS
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Total Number of Accounts259ACCOUNTS
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Average Account Value$269,938
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, TX
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