Overview
Assets Under Management: $1.3 billion
Headquarters: BRENTWOOD, TN
High-Net-Worth Clients: 363
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 363
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.34
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 3,627
Discretionary Accounts: 3,617
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 145536
Filing ID: 1958519
Last Filing Date: 2025-03-20 13:11:00
Website: https://tbhglobalasset.com