Taylor, Cottrill, Erickson &a; Associates, Inc.

Taylor, Cottrill, Erickson &a; Associates is an investment advisory firm offers fee‐based wealth and portfolio management services.

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Description

aylor, Cottrill, Erickson &a; Associates, Inc. is a registered investment advisory firm offering fee‐based wealth and portfolio management services to individuals and institutions. The firm was formed on 12/31/2015 by the merger of Whitegate Investment Counselors, Inc. (founded 1992) and Taylor, Cottrill LLC (founded 2007). Wholly-owned by employees, the firm’s primary goal is to provide clients with financial peace of mind in a cost-effective, conflict-free environment.

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Announced Date Company Transaction Money Raised
9/2016 Colgate Palmolive Post-IPO Equity -
9/2016 Colgate Palmolive Post-IPO Equity -
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