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&PARTNERS

Tel: 615-255-6431
40 Burton Hills Blvd
Suite 350
Nashville, Tennessee  37215

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&PARTNERS

&PARTNERS is a Nashville, Tennessee based financial advisory firm with nearly $1,173,060,409 in assets under management and provides investment advisory services for 3051 clients. There are currently 327 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Publication of periodicals and newsletters , Education seminars/workshops , Other (PORTFOLIO MANAGER SELECTION, FURNISH ADVICE NOT INVOLVING SECURITIES, RESEARCH REPORT SERVICES, 1042 PORTFOLIO CONSTRUCTION)

Fee Structure:

A percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Commission Based, Performance Based, Other (TRANS FEE, SERVICE CHARGES; 12B-1; MONEY MARKET TRLS; BDS

Firm CRD#:

3767

SEC#:

801-37145

No. of Clients:

3051

Assets under Management

$1,173,060,409

No. of Advisors:

327

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