Overview
Assets Under Management: $1.5 billion
Headquarters: NASHVILLE, TN
High-Net-Worth Clients: 951
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 951
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.29
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 973
Discretionary Accounts: 973
Regulatory Filings
CRD Number: 111002
Last Filing Date: 2024-03-27 00:00:00
Website: https://leedannerbass.com