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Home > Retirement Planners > tennessee > nashville > SHAYNE & JACOBS, LLC
SHAYNE & JACOBS, LLC
4015 Hillsboro Pike
Suite 203
Nashville, Tennessee 37215-2776
Tel: 615/250-1600
About SHAYNE & JACOBS, LLC
SHAYNE & JACOBS, LLC, formally registered with the SEC as SHAYNE & JACOBS, LLC. The firm was established in 04/09/1999. They have over 1 offices throughout the country.
SHAYNE & JACOBS, LLC is a Nashville, Tennessee based Financial Planning firm with nearly $483,045,063 assets under management, offering retirement planning & investment advisory services to 239 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 109423 |
| SEC# | 801-56424 |
| Assets Managed by Firm | $483,045,063 |
| No. of Clients | 239 |
| No. of Advisors | 5 |
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 businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 239 | $483,045,063 |
| Individuals (other than high net worth individuals) | 21 | $9,966,565 |
| High net worth individuals | 126 | $420,806,433 |
| Charitable organizations | Fewer than 5 clients | $26,820,120 |
| Corporations or other businesses | 10 | $22,228,073 |
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