&PARTNERS

40 Burton Hills Blvd
Suite 350
Nashville, Tennessee 37215
Tel: 615-255-6431

About &PARTNERS

&PARTNERS, formally registered with the SEC as &PARTNERS. The firm was established in 10/25/1990. They have over 51 offices throughout the country.

&PARTNERS is a Nashville, Tennessee based Financial Planning firm with nearly $1,173,060,409 assets under management, offering retirement planning & investment advisory services to 3051 clients. The firm is staffed with 327 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	3767
SEC#	801-37145
Assets Managed by Firm	$1,173,060,409
No. of Clients	3051
No. of Advisors	327

Fee Structure

A percentage of AUM
Hourly charges
Subscription fees
Fixed fees
Commission Based
Performance Based
Other (TRANS FEE, SERVICE CHARGES; 12B-1; MONEY MARKET TRLS; BDSP)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops
Other (PORTFOLIO MANAGER SELECTION, FURNISH ADVICE NOT INVOLVING SECURITIES, RESEARCH REPORT SERVICES, 1042 PORTFOLIO CONSTRUCTION)

Firm Client Information

	No. of Clients	AUM
Firm Total	3051	$1,173,060,409
Individuals (other than high net worth individuals)	2795	$861,828,202
Pension and profit sharing plans	11	$4,018,821
Charitable organizations	3	$2,349,865

More Retirement Planning firms in Nashville, Tennessee:

Firm Name	Assets Under Management	Total Clients	Total Advisors
ALLIANCEBERNSTEIN L.P. 501 Commerce Street Nashville, TN, 37203	$651,482,000,000	62140	4565
NEPHILA ADVISORS LLC 3811 Bedford Avenue, Suite 101 Nashville, TN, 37215	$14,371,072,726	37	37
ARCLINE INVESTMENT MANAGEMENT LP 3803 Bedford Avenue, Suite No. 106 Nashville, TN, 37215-2564	$13,961,190,744	9	48
FIRST HORIZON ADVISORS, INC 4990 Poplar Avenue, 3rd Floor Memphis, TN, 38117	$12,356,541,464	8945	236
GERBER/TAYLOR MANAGEMENT LLC 40 South Main Street, Suite 1900 Memphis, TN, 38103	$10,409,129,905	208	42

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