The Nalls Sherbakoff Group, LLC is a large advisory firm based in Knoxville. It manages $180.38 million of regulatory assets for 889 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Georgia, Louisiana, Tennessee, and Texas.
The Nalls Sherbakoff Group provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars and workshops. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of The Nalls Sherbakoff Group, LLC is $180.38 million. The firm's AUM has grown by 43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay The Nalls Sherbakoff Group, LLC for their services and products based on a percentage of assets under management, hourly charges, subscription fees, and fixed fees. Subscribers pay a regular fee for the advisory firm’s newsletter or periodical. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of The Nalls Sherbakoff Group is high net worth individuals with 51 clients and $117.28 million of assets under management. Among the 13 most similar advisory firms, The Nalls Sherbakoff Group has the 6th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $180.38 million for 408 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
The Nalls Sherbakoff Group doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 83 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where The Nalls Sherbakoff Group, LLC performs its advisory services is located at 9724 Kingston Pike, Knoxville, TN 37922, which is also the mailing address of the firm. An additional office of the firm is in Atlanta, GA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 865-691-0898 or by fax 865-691-0900. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at nallssherbakoff.com and its LinkedIn profile.