Claim Profile
DH

David Anders Hiteshew

KAUFMAN HALL INVESTMENT MANAGEMENT, LLC·BRENTWOOD, Tennessee
Unclaimed Profile
10 CADILLAC DRIVE, BRENTWOOD, TN 37027CRD# 1447598Firm CRD# 328876
01

About

David Anders Hiteshew 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
Services
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1447598
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.

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 Anders Hiteshew offer?
David Anders Hiteshew specializes in Wealth Management. Contact their office in BRENTWOOD, Tennessee for a consultation.
What are David Anders Hiteshew's credentials?
David Anders Hiteshew is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Anders Hiteshew located?
David Anders Hiteshew 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 Anders Hiteshew charge for services?
David Anders Hiteshew'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 →
Browse by specialty