Investment adviser · CRD 143830
FIRST TENNESSEE ADVISORY SERVICES, INC.
Investment adviser filing (IA)
FTB ADVISORS, INC.
MEMPHIS, TN, United States · Form ADV filed Jun 17, 2013
- Regulatory AUM
- $3.42B Form ADV · Item 5.F
- Client accounts
- 3,728 Accounts, not individual clients
- Employees
- 167 Reported in this filing
- Advisory professionals
- 149 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 17, 2013. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
165 MADISON AVENUE, 14TH FLOORMEMPHIS, TN, 38103, United States
CRD 143830
Filing source
Form ADV 742965 · Jun 17, 2013 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.