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Financial Tailor, Inc. (Durham)


Financial Tailor, Inc. is an adviser based in Durham. It manages $527 thousand of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of North Carolina.

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Financial Tailor provides financial planning services, portfolio management for individuals and small businesses, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Financial Tailor: assets under management

The assets under management (AUM) of Financial Tailor, Inc. is $527 thousand, all of which is managed in discretionary accounts. The firm's AUM has grown by 4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $527 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $37.64 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Financial Tailor, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Durham

The principal office where Financial Tailor, Inc. performs its advisory services is located at 4605 Erwin Rd, Durham, NC 27705 5217, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 919-246-9477 or by fax 800-510-0720. The normal business hours are 24 hours/day on Other. You can find more information about the New York firm at www.financialtailor.com.


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