Naylor Asset Management, LLC
Naylor Asset Management, LLC (CRD# 179536) is a financial advisory firm headquartered in Bloomington, MN. They manage $38,936,054 in 274 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management39MILLION
Total Number of Accounts274ACCOUNTS
Average Account Value$142,102
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Gregory Naylor (CRD# 3250559) is an Investment Advisor Representative working at Naylor Asset Management, LLC in Bloomington, MN and has over 12 years of experience in the finance industry. Gregory Naylor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.