Taylor House Investment Management, Inc. (New Milford)

Taylor House Investment Management, Inc. is an adviser based in New Milford. It manages $23.63 million of regulatory assets for 80 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Connecticut.

Taylor House Investment Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Taylor House Investment Management: assets under management

The assets under management (AUM) of Taylor House Investment Management, Inc. is $23.63 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $23.63 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $295.4 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Taylor House Investment Management, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Taylor House Investment Management, Inc.

Charles Beach Barlow has been acting as President since 1 Sep 1982. Kerstin V. Lowe joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Charles Beach Barlow	President/director	1 Sep 1982	50% - 75%	4417315
Elaine V. Barksdale	Director	1 Jun 1990	Other	4420714
Marcy K. Brown	Director	1 Jun 1990	Other	4420718
William C. Pasnau	Shareholder	1 Jan 1997	25% - 50%	4417325
Kerstin V. Lowe	Director	1 May 1999	Other	4420724
Charles Beach Barlow	President/director/chief compliance officer	1 Dec 2004	50% - 75%	4417315

Based in New Milford

The principal office where Taylor House Investment Management, Inc. performs its advisory services is located at 34 B Main Street, New Milford, CT 06776, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.