999 S. Shady Grove Road
Suite 501
Memphis, Tennessee 38120-4129
Tel: 901-761-5561
NEWSOUTH CAPITAL MANAGEMENT INC, formally registered with the SEC as NEWSOUTH CAPITAL MANAGEMENT INC. The firm was established in 06/21/1985. They have over 1 offices throughout the country.
NEWSOUTH CAPITAL MANAGEMENT INC is a Memphis, Tennessee based Financial Planning firm with nearly $2,618,008,797 assets under management, offering retirement planning & investment advisory services to 175 clients. The firm is staffed with 11 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 110676 |
SEC# | 801-24716 |
Assets Managed by Firm | $2,618,008,797 |
No. of Clients | 175 |
No. of Advisors | 11 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 175 | $2,618,008,797 |
Individuals (other than high net worth individuals) | 10 | $4,021,725 |
High net worth individuals | 100 | $687,837,360 |
Pension and profit sharing plans | 11 | $461,899,557 |
Charitable organizations | 38 | $810,677,246 |
Corporations or other businesses | 7 | $113,902,653 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$651,482,000,000 | 62140 | 4565 | |
$14,371,072,726 | 37 | 37 | |
$13,961,190,744 | 9 | 48 | |
$12,356,541,464 | 8945 | 236 | |
$10,409,129,905 | 208 | 42 |
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