Mc Taylor Associates

Mc Taylor Associates (CRD# 106021) is a financial advisory firm headquartered in Alameda, CA. They manage $69,981,899 in 118 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    118
    ACCOUNTS
  • Average Account Value
    $593,067
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Mc Taylor Associates
Showing 1 - 1 of 1 top financial advisors.
1
Mary C. Taylor
CRD#: 1005030
1101 Marina Village Parkway Suite 201, Alameda, CA 94501
90
Wealthminder
score

Mary Taylor (CRD# 1005030) is an Investment Advisor Representative working at Mc Taylor Associates in Alameda, CA and has 1 year of experience in the finance industry.

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