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Home > Retirement Planners > tennessee > brentwood > KAUFMAN HALL INVESTMENT MANAGEMENT
KAUFMAN HALL INVESTMENT MANAGEMENT
10 Cadillac Drive
Suite 120
Brentwood, Tennessee 37027
Tel: 615-690-5541
About KAUFMAN HALL INVESTMENT MANAGEMENT
KAUFMAN HALL INVESTMENT MANAGEMENT, formally registered with the SEC as KAUFMAN HALL INVESTMENT MANAGEMENT. The firm was established in 12/01/2023. They have over 4 offices throughout the country.
KAUFMAN HALL INVESTMENT MANAGEMENT is a Brentwood, Tennessee based Financial Planning firm with nearly $1,264,051,185 assets under management, offering retirement planning & investment advisory services to 41 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 328876 |
| SEC# | 801-129164 |
| Assets Managed by Firm | $1,264,051,185 |
| No. of Clients | 41 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 41 | $1,264,051,185 |
| Corporations or other businesses | 26 | $1,264,051,185 |
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