The Nalls Sherbakoff Group, LLC

EST. AUM
$293,694,671

CONTACTS

CLIENT ACCOUNTS
835

Firm Details

Metro area Knoxville
CRD Number 168239
Website nallssherbakoff.com
Client types

Overview

The Nalls Sherbakoff Group, LLC is a SEC-registered, fee-only investment advisory firm headquartered in Knoxville, Tennessee. Founded in 2012 by Donald Nalls and joined in 2014 by T. Lee Sherbakoff, the firm provides portfolio management, financial planning, pension consulting, and fiduciary wealth advisory services for individuals, retirees, and employee benefit plans.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

The Nalls Sherbakoff Group, LLC

Platform Details

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