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Home > Retirement Planners > tennessee > nashville > WEAVER C. BARKSDALE & ASSOCIATES, INC.
WEAVER C. BARKSDALE & ASSOCIATES, INC.
40 Burton Hills Blvd
Suite 230
Nashville, Tennessee 37215-6104
Tel: 615-665-1085
About WEAVER C. BARKSDALE & ASSOCIATES, INC.
WEAVER C BARKSDALE & ASSOCIATES, INC, formally registered with the SEC as WEAVER C BARKSDALE & ASSOCIATES, INC. The firm was established in 12/27/1984. They have over 1 offices throughout the country.
WEAVER C. BARKSDALE & ASSOCIATES, INC. is a Nashville, Tennessee based Financial Planning firm with nearly $3,592,626,047 assets under management, offering retirement planning & investment advisory services to 135 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105098 |
| SEC# | 801-23126 |
| Assets Managed by Firm | $3,592,626,047 |
| No. of Clients | 135 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 135 | $3,592,626,047 |
| Individuals (other than high net worth individuals) | 5 | $824,640 |
| High net worth individuals | 3 | $7,930,611 |
| Pension and profit sharing plans | 21 | $1,481,092,909 |
| Charitable organizations | 12 | $468,505,440 |
| Other investment advisers | 3 | $166,649,736 |
| Corporations or other businesses | 10 | $511,074,510 |
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