Taylor Wealth Management Partners is an investment advisor in Boston with $347.28 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
464499534
SEC advisor number
801-120779
FINRA CRD number
132955
AUM ?
$131.04 mm
(as of 14 Mar 24)
Accounts
202
(as of 14 Mar 24)
Employees
1
(1 investment advisory or research)
Address
Taylor Wealth Management Partners
50 FEDERAL STREET
BOSTON
MA 02110-1285
50 FEDERAL STREET
BOSTON
MA 02110-1285
Phone
617-357-4600
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
11 May 22
13F-HR
Quarterly holdings report by institutional manager
28 Jan 22
13F-HR
Quarterly holdings report by institutional manager
26 Oct 21
13F-HR
Quarterly holdings report by institutional manager
11 Aug 21
13F-HR
Quarterly holdings report by institutional manager
21 Apr 21
SC 13G
Postal Realty Trust, Inc.
2 Feb 21
13F-HR
Quarterly holdings report by institutional manager
2 Feb 21
13F-HR
Quarterly holdings report by institutional manager
14 Oct 20
13F-HR
Quarterly holdings report by institutional manager
27 Jul 20