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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