LBMC Investment Advisors, LLC

EST. AUM
$2,226,438,368

CONTACTS
6

CLIENT ACCOUNTS
1,667

Firm Details

Metro area Nashville
CRD Number 108943
Website lbmcinvestmentadvisors.com
Client types

Overview

LBMC Investment Advisors, LLC, a Registered Investment Advisor with the U.S. Securities & Exchange Commission, is a $2 Billion in Assets Under Management Registered Investment Advisory firm based in Tennessee with the mission of providing financial peace of mind for clients. Founded in 1998, LBMC Investment Advisors is a CNBC designated top 25 fee-only wealth management firm and member of the LBMC Family of Companies. Today, LBMC Investment Advisors serves more than 490 clients and is growing at a rapid clip working with clients in the areas of investment strategy development, asset allocation planning, integrations of investments with tax planning, and portfolio analysis.

Platform Details

Investment Preferences

Alternative Activity