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Building 2THE NALLS SHERBAKOFF GROUP, LLC

Map pinKNOXVILLE, TN
Phone865-691-0898
NotebookSEC #801-107462
Total AUM
$337.1M
Employees
5
Clients
500

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9724 KINGSTON PIKE
SUITE 505
KNOXVILLE
TN 37922
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
865-691-0898

ReceiptFinancials

Total AUM
$337.1M
Accounts
746
Discretionary
$337.1M
Accounts
746
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
414
AUM
$114.8M
HNW Individual Clients
86
AUM
$222.3M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGALANCSCTNTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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