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 2 offices throughout the country.

GERBER/TAYLOR MANAGEMENT LLC is a Memphis, Tennessee based Financial Planning firm with nearly $10,409,129,905 assets under management, offering retirement planning & investment advisory services to 208 clients. The firm is staffed with 42 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109319
SEC#	801-56698
Assets Managed by Firm	$10,409,129,905
No. of Clients	208
No. of Advisors	42

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	208	$10,409,129,905
High net worth individuals	26	$80,763,466
Pension and profit sharing plans	Fewer than 5 clients	$5,019,820
Charitable organizations	18	$206,790,564
Corporations or other businesses	18	$274,880,849

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