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Building 2SHAYNE & JACOBS, LLC

Map pinNASHVILLE, TN
Phone615/250-1600
NotebookSEC #801-56424
Total AUM
$429.5M
Employees
5
Clients
171

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4015 HILLSBORO PIKE
SUITE 203
NASHVILLE
TN 37215-2776
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
615/250-1600

ReceiptFinancials

Total AUM
$429.5M
Accounts
231
Discretionary
$429.5M
Accounts
231
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
23
AUM
$9.5M
HNW Individual Clients
137
AUM
$375.1M
Charitable Organization Clients
1
AUM
$14.8M
Insurance Company Clients
1
AUM
$3.9M
Corporation or Business Clients
9
AUM
$26.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALILTN

HandshakeAffiliates

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

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