Overview
Assets Under Management: $322 million
Headquarters: KNOXVILLE, TN
High-Net-Worth Clients: 99
Average Client Assets: $3 million
Frequently Asked Questions
NBZ INVESTMENT ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #123902), NBZ INVESTMENT ADVISORS, LLC is subject to fiduciary duty under federal law.
NBZ INVESTMENT ADVISORS, LLC is headquartered in KNOXVILLE, TN.
NBZ INVESTMENT ADVISORS, LLC serves 99 high-net-worth clients according to their SEC filing dated March 22, 2024. View client details ↓
According to their SEC Form ADV, NBZ INVESTMENT ADVISORS, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
NBZ INVESTMENT ADVISORS, LLC manages $322 million in client assets according to their SEC filing dated March 22, 2024.
According to their SEC Form ADV, NBZ INVESTMENT ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 99
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.01
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 447
Discretionary Accounts: 447
Regulatory Filings
CRD Number: 123902
Last Filing Date: 2024-03-22 00:00:00
Website: https://nbzcpa.com