&partners
&partners (CRD# 3767) is a financial advisory firm headquartered in Nashville, TN. They manage $1,173,060,409 in 3,051 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management1,173MILLION
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Total Number of Accounts3,051ACCOUNTS
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Average Account Value$384,484
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Justin Herzog (CRD# 4152240) is an Investment Advisor Representative working at &partners in Blaine, MN and has over 23 years of experience in the finance industry.
Jillian Hoffman (CRD# 4902474) is an Investment Advisor Representative working at &partners in Nashville, TN and has over 18 years of experience in the finance industry.
Kaitlyn Janda (CRD# 7459779) is an Investment Advisor Representative working at &partners in Nashville, TN and has 1 year of experience in the finance industry.
Mary Kirk (CRD# 2255291) is an Investment Advisor Representative working at &partners in Clackamas, OR and has over 28 years of experience in the finance industry.
Grant Koentz (CRD# 5499149) is an Investment Advisor Representative working at &partners in Collinsville, IL and has over 15 years of experience in the finance industry.
Peter Lenart (CRD# 5126254) is an Investment Advisor Representative working at &partners in Nashville, TN and has over 7 years of experience in the finance industry.
Sylvia Menz (CRD# 7284000) is an Investment Advisor Representative working at &partners in Nashville, TN and has over 3 years of experience in the finance industry.
Jared Miller (CRD# 6868028) is an Investment Advisor Representative working at &partners in Nashville, TN and has over 6 years of experience in the finance industry.
Michael Peck (CRD# 4547302) is an Investment Advisor Representative working at &partners in Nashville, TN and has over 21 years of experience in the finance industry.
Alex Pettina (CRD# 6904221) is an Investment Advisor Representative working at &partners in Nashville, TN and has over 6 years of experience in the finance industry.