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Building 2KAUFMAN HALL INVESTMENT MANAGEMENT

Map pinBRENTWOOD, TN
Phone224-7243809
NotebookSEC #801-129164
Total AUM
$2.8B
Employees
9
Clients
28

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 CADILLAC DRIVE
SUITE 120
BRENTWOOD
TN 37027
United States
Operating Hours
8:00-4:00
Monday - Friday
Phone
224-7243809
Other Offices
5

ReceiptFinancials

Total AUM
$2.8B
Accounts
59
Discretionary
$2.8B
Accounts
59
Non-Discretionary
$0
Accounts
0

ContactClients

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Corporation or Business Clients
28
AUM
$2.8B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
ILTNTX

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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