12th Street Asset Management

12th Street Asset Management (CRD# 153528) is a financial advisory firm headquartered in Nashville, TN. They manage $545,826,979 in 597 accounts and serve the financial needs of clients across 27 states (or territories).

Current Firm Details
102 Woodmont Blvd., Suite 460, Nashville, TN 37205
http://www.12thstreetasset.com
By the Numbers
  • Total Assets Under Management
    546
    MILLION
  • Total Number of Accounts
    597
    ACCOUNTS
  • Average Account Value
    $914,283
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CT, DE, FL, GA, IL, IN, LA, MA, MI, MO, MS, NC, NH, NJ, NV, NY, OK, OR, PA, SC, TN, TX, VA, WA

Financial Advisors at 12th Street Asset Management
Showing 1 - 4 of 4 top financial advisors.
1
Matthew Bugarin, financial advisor Nashville TN
Matthew T. Bugarin
CRD#: 5181755
102 Woodmont Blvd., Suite 460, Nashville, TN 37205

Matthew Bugarin (CRD# 5181755) is an Investment Advisor Representative working at 12th Street Asset Management in Nashville, TN and has over 9 years of experience in the finance industry.

2
Michael Okeefe, financial advisor Nashville TN
Michael G. Okeefe
CRD#: 1465818
102 Woodmont Blvd., Suite 460, Nashville, TN 37205

Michael Okeefe (CRD# 1465818) is an Investment Advisor Representative working at 12th Street Asset Management in Nashville, TN and has over 37 years of experience in the finance industry.

3
David Shipman, financial advisor Nashville TN
David A. Shipman
CRD#: 2430346
102 Woodmont Blvd., Suite 460, Nashville, TN 37205

David Shipman (CRD# 2430346) is an Investment Advisor Representative working at 12th Street Asset Management in Nashville, TN and has over 30 years of experience in the finance industry.

4
Amanda Dreher, financial advisor Nashville TN
Amanda N. Dreher
CRD#: 7517313
102 Woodmont Boulevard, Suite 460, Nashville, TN 37205

Amanda Dreher (CRD# 7517313) is an Investment Advisor Representative working at 12th Street Asset Management in Nashville, TN and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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