Overview
Assets Under Management: $2.0 billion
Headquarters: BRENTWOOD, TN
High-Net-Worth Clients: 232
Average Client Assets: $7 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 232
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.23
Average High-Net-Worth Client Assets: $7 million
Total Client Accounts: 1,655
Discretionary Accounts: 1,655
Regulatory Filings
CRD Number: 108943
Last Filing Date: 2025-01-29 00:00:00
Website: https://lbmc.com