NBZ INVESTMENT ADVISORS, LLC

6322 Deane Hill Drive
Knoxville, Tennessee 37919
Tel: 865.584.1184

About NBZ INVESTMENT ADVISORS, LLC

NBZ INVESTMENT ADVISORS, LLC, formally registered with the SEC as NBZ INVESTMENT ADVISORS, LLC. The firm was established in 06/03/2003. They have over 1 offices throughout the country.

NBZ INVESTMENT ADVISORS, LLC is a Knoxville, Tennessee based Financial Planning firm with nearly $322,432,156 assets under management, offering retirement planning & investment advisory services to 447 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	123902
SEC#	801-62087
Assets Managed by Firm	$322,432,156
No. of Clients	447
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	447	$322,432,156
Individuals (other than high net worth individuals)	87	$28,956,639
High net worth individuals	89	$289,510,623
Pension and profit sharing plans	2	$3,964,894

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