LAFFER TENGLER INVESTMENTS, INC.

103 Murphy Court
Nashville, Tennessee 37203
Tel: 800-838-3468

About LAFFER TENGLER INVESTMENTS, INC.

LAFFER TENGLER INVESTMENTS, INC, formally registered with the SEC as LAFFER TENGLER INVESTMENTS, INC. The firm was established in 11/10/1999. They have over 6 offices throughout the country.

LAFFER TENGLER INVESTMENTS, INC. is a Nashville, Tennessee based Financial Planning firm with nearly $462,553,183 assets under management, offering retirement planning & investment advisory services to 633 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108068
SEC#	801-56953
Assets Managed by Firm	$462,553,183
No. of Clients	633
No. of Advisors	13

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (MODELS)

Firm Client Information

	No. of Clients	AUM
Firm Total	633	$462,553,183
Individuals (other than high net worth individuals)	135	$44,033,766
High net worth individuals	70	$257,413,719
Pension and profit sharing plans	Fewer than 5 clients	$1,597,765
Charitable organizations	Fewer than 5 clients	$26,663,772
Corporations or other businesses	23	$49,679,442

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