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Bills Asset Management

EST. AUM
$58,489,000

CONTACTS

CLIENT ACCOUNTS
350

Firm Details

Metro area Nashville
CRD Number 114520
Website billsasset.com
Client types

Overview

based in Brentwood, Tennessee, founded in 1992 by Sam C. Bills. The firm now spans three generations of the Bills family and describes itself as built on "managed risk investing," emphasizing a disciplined approach that focuses on participating in market gains while protecting portfolios during difficult market environments. BAM serves individuals, associations and corporations, pension and profit-sharing plans, trust accounts, and individual 401(k) and 403(b) accounts.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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