AdvisorOS Directory
Claim Profile
DB

David Andrew Berry

KAUFMAN HALL INVESTMENT MANAGEMENT, LLC·BRENTWOOD, Tennessee
Unclaimed Profile
10 CADILLAC DRIVE, BRENTWOOD, TN 37027CRD# 8008816Firm CRD# 328876
01

About

David Andrew Berry is a registered financial advisor based in BRENTWOOD, Tennessee, affiliated with KAUFMAN HALL INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
KAUFMAN HALL INVESTMENT MANAGEMENT, LLC
KAUFMAN HALL INVESTMENT MANAGEMENT
AUM
$1.3B
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at KAUFMAN HALL INVESTMENT MANAGEMENT, LLC →
Services
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 8008816
Firm CRD# 328876
3 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BRENTWOOD?

Browse all registered financial advisors in BRENTWOOD, Tennessee or claim this profile if it's yours.

Browse BRENTWOOD AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does David Andrew Berry offer?
David Andrew Berry specializes in Wealth Management. Contact their office in BRENTWOOD, Tennessee for a consultation.
What are David Andrew Berry's credentials?
David Andrew Berry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Andrew Berry located?
David Andrew Berry is based in BRENTWOOD, Tennessee, working with KAUFMAN HALL INVESTMENT MANAGEMENT, LLC. Their office serves clients in the BRENTWOOD metropolitan area and surrounding communities.
How does David Andrew Berry charge for services?
David Andrew Berry's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KAUFMAN HALL INVESTMENT MANAGEMENT, LLC?
KAUFMAN HALL INVESTMENT MANAGEMENT, LLC has approximately 6 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BRENTWOOD
Phillip M Reynolds — TBH GLOBAL ASSET MANAGEMENT, LLCTravis Scott Anderson — TBH GLOBAL ASSET MANAGEMENT, LLCScott Clifton Buell — TMFS-NASHVILLE, LLCCameron Ashley Newton — RELEVANCE CAPITAL MANAGEMENT, LLCSamuel W Davis — TBH GLOBAL ASSET MANAGEMENT, LLC
Nearby cities in Tennessee
NASHVILLE (391)MEMPHIS (374)CHATTANOOGA (164)KNOXVILLE (157)FRANKLIN (76)
City Guides
NASHVILLE GuideMEMPHIS GuideCHATTANOOGA GuideKNOXVILLE GuideFRANKLIN Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile