One Burton Hills Blvd, Suite 100
Nashville, Tennessee 37215-6104
Tel: 615-665-1085
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 $3,725,518,751 assets under management, offering retirement planning & investment advisory services to 135 clients. The firm is staffed with 11 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 105098 |
SEC# | 801-23126 |
Assets Managed by Firm | $3,725,518,751 |
No. of Clients | 135 |
No. of Advisors | 11 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 135 | $3,725,518,751 |
High net worth individuals | 3 | $7,448,659 |
Pension and profit sharing plans | 20 | $1,456,044,482 |
Charitable organizations | 12 | $398,417,420 |
Other investment advisers | 3 | $189,915,121 |
Corporations or other businesses | 11 | $640,988,711 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$582,388,000,000 | 58634 | 4134 | |
$18,829,944,477 | 44 | 39 | |
$11,300,952,063 | 9360 | 224 | |
$10,041,415,942 | 9 | 46 | |
$9,208,094,171 | 220 | 41 |
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