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Home > Retirement Planners > tennessee > memphis > NFC INVESTMENTS, LLC
NFC INVESTMENTS, LLC
700 Colonial Road
Suite 101
Memphis, Tennessee 38117
Tel: 901-767-5576
About NFC INVESTMENTS, LLC
NFC INVESTMENTS, LLC, formally registered with the SEC as NFC INVESTMENTS, LLC. The firm was established in 10/07/2004. They have over 1 offices throughout the country.
NFC INVESTMENTS, LLC is a Memphis, Tennessee based Financial Planning firm with nearly $2,035,919,876 assets under management, offering retirement planning & investment advisory services to 153 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 132844 |
| SEC# | 801-63560 |
| Assets Managed by Firm | $2,035,919,876 |
| No. of Clients | 153 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 153 | $2,035,919,876 |
| High net worth individuals | 115 | $492,583,904 |
| Pension and profit sharing plans | 5 | $14,035,395 |
| Charitable organizations | Fewer than 5 clients | $15,470,015 |
| Corporations or other businesses | 13 | $388,681,866 |
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