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&PARTNERS
NASHVILLE, TN
615-255-6431
SEC #801-37145Total AUM
$30.3B
Employees
703Clients
62,199Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
40 BURTON HILLS BLVD
SUITE 350
NASHVILLE
TN 37215
United States
SUITE 350
NASHVILLE
TN 37215
United States
Operating Hours
8:00-4:30
Monday - Friday
Monday - Friday
Phone
615-255-6431
Other Offices
122
Financials
Total AUM
$30.3B
Accounts
62,194Discretionary
$29.3B
Accounts
61,660Non-Discretionary
$993.4M
Accounts
534
Clients
Individual Clients
42,060AUM
$9.3B
HNW Individual Clients
11,803AUM
$11.4B
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
1,887AUM
$862.1M
Charitable Organization Clients
22AUM
$12.4M
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
735AUM
$2.3B
Other Clients
5,687AUM
$6.4B
Description of Other Clients
TRUST, ESTATE, CONSERVATORSHIP, GUARDIAN
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
PORTFOLIO MANAGER SELECTION, FURNISH ADVICE NOT INVOLVING SECURITIES, RESEARCH REPORT SERVICES, 1042 PORTFOLIO CONSTRUCTION
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Performance-BasedCharges Subscription Fee
Other Compensation
TRANS FEE, SERVICE CHARGES; 12B-1; MMKT TRLS; BDSP; PROMO, LEND
Compliance
Disclosures
Other Regulator Cause of Denial/SuspensionOther Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Cause of Denial/SuspensionSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.