SHAYNE & JACOBS, LLC

4015 Hillsboro Pike
Suite 203
Nashville, Tennessee 37215-2776
Tel: 615/250-1600

About SHAYNE & JACOBS, LLC

SHAYNE & JACOBS, LLC, formally registered with the SEC as SHAYNE & JACOBS, LLC. The firm was established in 04/09/1999. They have over 1 offices throughout the country.

SHAYNE & JACOBS, LLC is a Nashville, Tennessee based Financial Planning firm with nearly $483,045,063 assets under management, offering retirement planning & investment advisory services to 239 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109423
SEC#	801-56424
Assets Managed by Firm	$483,045,063
No. of Clients	239
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	239	$483,045,063
Individuals (other than high net worth individuals)	21	$9,966,565
High net worth individuals	126	$420,806,433
Charitable organizations	Fewer than 5 clients	$26,820,120
Corporations or other businesses	10	$22,228,073

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