GERBER/TAYLOR MANAGEMENT LLC

40 South Main Street
Suite 1900
Memphis, Tennessee 38103
Tel: 901-526-9750

About GERBER/TAYLOR MANAGEMENT LLC

GERBER/TAYLOR MANAGEMENT LLC, formally registered with the SEC as GERBER/TAYLOR MANAGEMENT LLC. The firm was established in 07/22/1999. They have over 3 offices throughout the country.

GERBER/TAYLOR MANAGEMENT LLC is a Memphis, Tennessee based Financial Planning firm with nearly $9,208,094,171 assets under management, offering retirement planning & investment advisory services to 220 clients. The firm is staffed with 41 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109319
SEC#	801-56698
Assets Managed by Firm	$9,208,094,171
No. of Clients	220
No. of Advisors	41

Fee Structure

A Percentage of AUM
Fixed Fees
Performance Based

Advisory Services Provided

Portfolio Management for Individuals
Portfolio Management for pooled Investment
Portfolio Management for Business
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	220	$9,208,094,171
High net worth individuals	21	$88,337,860
Pension and profit sharing plans		$2,416,541
Charitable organizations	8	$146,346,811
Corporations or other businesses	10	$246,298,273

Inquire with GERBER/TAYLOR MANAGEMENT LLC

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