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Building 2FIRST HORIZON ADVISORS, INC

Map pinMEMPHIS, TN
Phone1-800-213-3702
NotebookSEC #801-78594
Total AUM
$13.6B
Employees
239
Clients
6,633

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4990 POPLAR AVENUE
3RD FLOOR
MEMPHIS
TN 38117
United States
Operating Hours
8AM THROUGH 5PM
Monday - Friday
Phone
1-800-213-3702
Other Offices
77

ReceiptFinancials

Total AUM
$13.6B
Accounts
9,076
Discretionary
$10.1B
Accounts
8,936
Non-Discretionary
$3.6B
Accounts
140

ContactClients

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Individual Clients
5,562
AUM
$1.7B
HNW Individual Clients
863
AUM
$2B
Banking Clients
1
AUM
$6.2B
Pension/Profit Sharing Plan Clients
51
AUM
$3.4B
Charitable Organization Clients
53
AUM
$139.2M
Government Entity Clients
1
AUM
$217K
Insurance Company Clients
13
AUM
$30.5M
Corporation or Business Clients
89
AUM
$107.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Civil ProceedingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
ALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMDMIMNMOMSNCNENHNJNVNYOHOKPASCSDTNTXUTVAWAWI

HandshakeAffiliates

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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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