&PARTNERS

Tel: 615-255-6431 40 Burton Hills Blvd Suite 350 Nashville, Tennessee 37215

About &PARTNERS

&PARTNERS is a Nashville, Tennessee based financial advisory firm with nearly $1,173,060,409 in assets under management and provides investment advisory services for 3051 clients. There are currently 327 financial advisors at the firm.

General Information

Firm CRD#:

3767

Firm SEC#:

801-37145

Assets Under Management:

$1,173,060,409

No. of Clients:

3051

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors, Publication of periodicals and newsletters, Education seminars/workshops, Other (PORTFOLIO MANAGER SELECTION, FURNISH ADVICE NOT INVOLVING SECURITIES, RESEARCH REPORT SERVICES, 1042 PORTFOLIO CONSTRUCTION)

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