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Building 2TRUSCO INVESTMENT MANAGEMENT, LLC

Map pinNASHVILLE, TN
Phone615-351-6417
NotebookSEC #801-135647
Total AUM
$107M
Employees
2
Clients
32

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2932 FOSTER CREIGHTON DR
NASHVILLE
TN 37204
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
615-351-6417

ReceiptFinancials

Total AUM
$107M
Accounts
106
Discretionary
$104.5M
Accounts
103
Non-Discretionary
$2.5M
Accounts
3

ContactClients

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Individual Clients
1
AUM
$2.6M
HNW Individual Clients
30
AUM
$73M
Corporation or Business Clients
1
AUM
$31.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
TN

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

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