Overview
Assets Under Management: $2.0 billion
Headquarters: MEMPHIS, TN
High-Net-Worth Clients: 115
Average Client Assets: $4 million
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: 115
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 24.19
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 153
Discretionary Accounts: 153
Regulatory Filings
CRD Number: 132844
Last Filing Date: 2025-01-09 00:00:00
Website: https://nfcinvestments.com