THE NALLS SHERBAKOFF GROUP, LLC

9724 Kingston Pike
Suite 505
Knoxville, Tennessee 37922
Tel: 865-691-0898

About THE NALLS SHERBAKOFF GROUP, LLC

THE NALLS SHERBAKOFF GROUP, LLC, formally registered with the SEC as THE NALLS SHERBAKOFF GROUP, LLC. The firm was established in 03/23/2016. They have over 1 offices throughout the country.

THE NALLS SHERBAKOFF GROUP, LLC is a Knoxville, Tennessee based Financial Planning firm with nearly $254,479,707 assets under management, offering retirement planning & investment advisory services to 791 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168239
SEC#	801-107462
Assets Managed by Firm	$254,479,707
No. of Clients	791
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
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	791	$254,479,707
Individuals (other than high net worth individuals)	279	$83,902,156
High net worth individuals	65	$170,577,551

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