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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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