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NFC INVESTMENTS, LLC

700 Colonial Road
Suite 101
Memphis, Tennessee 38117
Tel: 901-767-5576

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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 StatusApproved
Firm CRD#132844
SEC#801-63560
Assets Managed by Firm$2,035,919,876
No. of Clients153
No. of Advisors9

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 ClientsAUM
Firm Total153$2,035,919,876
High net worth individuals115$492,583,904
Pension and profit sharing plans5$14,035,395
Charitable organizationsFewer than 5 clients$15,470,015
Corporations or other businesses13$388,681,866

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