TAYLOR INVESTMENTS LLC
OCALA, FLORIDA

Taylor Investments LLC is a distinguished investment management firm based in Ocala, Florida. Established on June 26, 2007, and incorporated under the state of Florida with the company type FLAL (Foreign Limited Liability Company), it has been committed to providing exceptional investment counseling and portfolio management services. The company maintains its corporate governance through key figures including David Robert Trust Taylor and Darlene Marie Trust Taylor as Authorized Members. With a minimum account requirement of $500,000, Taylor Investments LLC caters to an exclusive clientele comprising individuals, families, trusts and estates, not-for-profit organizations, and private sector pensions and profit sharing plans. The firm is dedicated to fostering long-term relationships with its clients by delivering personalized investment advice, superior client service, and striving for above-average investment returns. Although originally commencing operations in Boston, Massachusetts, on 1991 as NBW Capital, Taylor Investments LLC now operates from its mailing address at 2461 SW 76th Lane, Ocala, FL. The firm embraces a client-focused philosophy, ensuring that the unique needs of each investor are carefully considered and addressed. For inquiries or more information about their tailored investment solutions, potential clients can reach Taylor Investments LLC via phone at (617) 482-2222 or (617) 482-8484. Additional details about their services and contact opportunities can be found on their official website at taylorinvestments.com. The company is noted for its professional integrity and transparency, with its most recent annual report filed on March 19, 2024, and the last recorded event being a limited liability amendment on June 8, 2015. Taylor Investments LLC remains a reputable entity in the investment community, as reflected by its regulatory filings including a FEI Number of 611543318.