Adviser Profile
| As of Date | 05/22/2026 |
| Registration status | Registration Changed to NAYLOR & COMPANY INVESTMENTS, LLC |
| Contact Info | 415 xxxxxxx |
| Websites |
| AUM* | 103,386,844 27% |
| of that, discretionary | 102,292,974 30% |
| Number of Employees | 5 67% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 430,779 27% |
| % High Net Worth | 40.95% 34% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds