&PARTNERS

NASHVILLE, Tennessee·13 registered advisors·CRD# 3767
SEC# 801-3714550615-255-6431
01

Firm Overview

AUM
$1.2B
Regulatory assets under management
Employees
327
Total firm employees
Advisors
13
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
Commissions
Performance-based fees
Other: TRANS FEE, SERVICE CHARGES; 12B-1; MONEY MARKET TRLS; BDSP
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at &PARTNERS

13 registered advisors
Alyson Mencio Stevens
NASHVILLE, Tennessee
Angela Turner Samol
NASHVILLE, Tennessee
Brigitte Haden Wiley Cook
NASHVILLE, Tennessee
Chyrlan Elizabeth Cooper
NASHVILLE, Tennessee
David Griffin Jr Patterson
NASHVILLE, Tennessee
David John Kowach
NASHVILLE, Tennessee
David Warren Iii Wiley Iii
NASHVILLE, Tennessee
David Warren Jr Wiley
NASHVILLE, Tennessee
John W Alexander
NASHVILLE, Tennessee
Kaley Porter Idol
NASHVILLE, Tennessee
Lisa Powell James
NASHVILLE, Tennessee
Richard Scott Nelson
NASHVILLE, Tennessee
Vicki G Markham
NASHVILLE, Tennessee
05

Office Locations

NASHVILLE, Tennessee
13 advisors

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Data sourced from SEC Form ADV filings. &PARTNERS (CRD# 3767) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.