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Building 2LBMC INVESTMENT ADVISORS, LLC

Map pinBRENTWOOD, TN
Phone615-377-4603
NotebookSEC #801-55589
Total AUM
$2.2B
Employees
8
Clients
513

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
201 FRANKLIN ROAD
SUITE 400
BRENTWOOD
TN 37027
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
615-377-4603
Other Offices
4

ReceiptFinancials

Total AUM
$2.2B
Accounts
1,667
Discretionary
$2.2B
Accounts
1,667
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
200
AUM
$68.5M
HNW Individual Clients
285
AUM
$2.1B
Charitable Organization Clients
7
AUM
$11.5M
Corporation or Business Clients
21
AUM
$38.3M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGAKYLAMSTNTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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