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Building 2W.P. STEWART ASSET MANAGEMENT LTD.

Map pinNASHVILLE, TN
Phone615-622-0000
NotebookSEC #801-61428
Total AUM
$266M
Employees
0
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
501 COMMERCE STREET
NASHVILLE
TN 37203
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
615-622-0000
Other Offices
1

ReceiptFinancials

Total AUM
$266M
Accounts
1
Discretionary
$266M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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Corporation or Business Clients
4
AUM
$266M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 36 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.

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