Overview
Assets Under Management: $546 million
Headquarters: NASHVILLE, TN
High-Net-Worth Clients: 595
Average Client Assets: $484,890
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 595
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.15
Average High-Net-Worth Client Assets: $484,890
Total Client Accounts: 597
Discretionary Accounts: 597
Regulatory Filings
CRD Number: 153528
Last Filing Date: 2024-03-05 00:00:00
Website: https://12thstreetasset.com