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Tracy Ann Desjardins

KAUFMAN HALL INVESTMENT MANAGEMENT, LLC·BRENTWOOD, Tennessee
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10 CADILLAC DRIVE, BRENTWOOD, TN 37027CRD# 7892078Firm CRD# 328876
01

About

Tracy Ann Desjardins 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# 7892078
Firm CRD# 328876
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Tracy Ann Desjardins offer?
Tracy Ann Desjardins specializes in Wealth Management. Contact their office in BRENTWOOD, Tennessee for a consultation.
What are Tracy Ann Desjardins's credentials?
Tracy Ann Desjardins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tracy Ann Desjardins located?
Tracy Ann Desjardins 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 Tracy Ann Desjardins charge for services?
Tracy Ann Desjardins'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.
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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
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