Naylor & Company

Naylor & Company (CRD# 124924) is a financial advisory firm headquartered in , . They manage $44,000,000 in 112 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    112
    ACCOUNTS
  • Average Account Value
    $392,857
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, IN

Financial Advisors at Naylor & Company
Showing 1 - 2 of 2 top financial advisors.
1
Chad D. Naylor
CRD#: 4625661
101 California Street, Suite 2710, San Francisco, CA 94111
98
Wealthminder
score

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.

2
Chae D. Naylor
CRD#: 5414452
Moraga, CA
93
Wealthminder
score

Chae Naylor (CRD# 5414452) is an Investment Advisor Representative working at Naylor & Company in Moraga, CA and has over 10 years of experience in the finance industry.

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