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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    259
    ACCOUNTS
  • Average Account Value
    $269,938
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Naylor & Company
Showing 1 - 3 of 3 top financial advisors.
1
Dmitriy Bolotnyy
CRD#: 6795264
San Francisco, CA

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.

2
Chad D. Naylor
CRD#: 4625661
Orinda, CA

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.

3
Chae D. Naylor
CRD#: 5414452
Orinda, CA

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.

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