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HMS INVESTMENT ADVISORS
5130 Ashland City Hwy
Nashville, Tennessee 37218
Tel: 615-829-7200
About HMS INVESTMENT ADVISORS
HMS INVESTMENT ADVISORS, formally registered with the SEC as HMS INVESTMENT ADVISORS. The firm was established in 10/08/2013. They have over 1 offices throughout the country.
HMS INVESTMENT ADVISORS is a Nashville, Tennessee based Financial Planning firm with nearly $281,932,427 assets under management, offering retirement planning & investment advisory services to 376 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 149764 |
| SEC# | 801-78569 |
| Assets Managed by Firm | $281,932,427 |
| No. of Clients | 376 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (ASSET ALLOCATION CONSULTING AND FAMILY OFFICE SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 376 | $281,932,427 |
| Individuals (other than high net worth individuals) | 90 | $59,410,629 |
| High net worth individuals | 63 | $186,356,326 |
| Charitable organizations | 6 | $34,015,804 |
| Other investment advisers | 1 | $82 |
| Corporations or other businesses | 2 | $2,149,586 |
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