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Financial Advisor
Tennessee
Nashville
&PARTNERS

&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

No. of Advisors:

327

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)

Fee Structure:

A percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Commission Based, Performance Based, Other (TRANS FEE, SERVICE CHARGES; 12B-1; MONEY MARKET TRLS; BDSP)

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