Naylor & Company
Naylor & Company (CRD# 124924) is a financial advisory firm headquartered in , . They manage $69,914,056 in 259 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management70MILLION
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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
Dmitriy Bolotnyy (CRD# 6795264) is an Investment Advisor Representative working at Naylor & Company in San Francisco, CA and has over 6 years of experience in the finance industry.
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.
Chae Naylor (CRD# 5414452) is an Investment Advisor Representative working at Naylor & Company in Orinda, CA and has over 16 years of experience in the finance industry.