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Home > Retirement Planners > tennessee > nashville > LAFFER TENGLER INVESTMENTS, INC.
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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