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).
Total Assets Under Management44MILLION
Total Number of Accounts112ACCOUNTS
Average Account Value$392,857
- A percentage of assets under your management
- 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
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 Moraga, CA and has over 9 years of experience in the finance industry.