Be advised. This firm is no longer registered.

Mc Taylor Associates

Mc Taylor Associates (CRD# 106021) is a financial advisory firm headquartered in Alameda, CA. They manage $68,724,614 in 90 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1101 Marina Village Parkway Suite 201, Alameda, CA 94501
http://mctaylorassociates.com
By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $763,607
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Mc Taylor Associates
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals