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Building 2LAFFER TENGLER INVESTMENTS, INC.

Map pinNASHVILLE, TN
Phone800-838-3468
NotebookSEC #801-56953
Total AUM
$800.1M
Employees
14
Clients
278

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1005 17TH AVE S
SUITE 900
NASHVILLE
TN 37212
United States
Operating Hours
8AM-5PM CST
Monday - Friday
Phone
800-838-3468
Other Offices
5

ReceiptFinancials

Total AUM
$800.1M
Accounts
767
Discretionary
$800.1M
Accounts
767
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
145
AUM
$55.9M
HNW Individual Clients
98
AUM
$523.8M
Investment Company Clients
1
AUM
$24.2M
Pension/Profit Sharing Plan Clients
1
AUM
$3.4M
Charitable Organization Clients
6
AUM
$11.1M
Government Entity Clients
5
AUM
$24.1M
Insurance Company Clients
1
AUM
$71.6M
Corporation or Business Clients
21
AUM
$86M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
MODELS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCAFLGAHILAMIMOMSNCNVNYOHPATNTXVAWA

HandshakeAffiliates

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

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