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Home > Retirement Planners > tennessee > brentwood > LBMC INVESTMENT ADVISORS, LLC
LBMC INVESTMENT ADVISORS, LLC
201 Franklin Road
Suite 400
Brentwood, Tennessee 37027
Tel: 615-377-4603
About LBMC INVESTMENT ADVISORS, LLC
LBMC INVESTMENT ADVISORS, LLC, formally registered with the SEC as LBMC INVESTMENT ADVISORS, LLC. The firm was established in 05/26/1998. They have over 5 offices throughout the country.
LBMC INVESTMENT ADVISORS, LLC is a Brentwood, Tennessee based Financial Planning firm with nearly $1,953,855,930 assets under management, offering retirement planning & investment advisory services to 1655 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108943 |
| SEC# | 801-55589 |
| Assets Managed by Firm | $1,953,855,930 |
| No. of Clients | 1655 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Other (CONSULTING SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1655 | $1,953,855,930 |
| Individuals (other than high net worth individuals) | 242 | $277,881,575 |
| High net worth individuals | 232 | $1,626,153,140 |
| Pension and profit sharing plans | Fewer than 5 clients | $241 |
| Charitable organizations | 7 | $11,944,188 |
| Corporations or other businesses | 10 | $37,876,786 |
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