LAFFER TENGLER INVESTMENTS, INC.
Firm details
- Headquarters
- NASHVILLE, Tennessee
- CRD number
- 108068
- Registered since
- November 10, 1999
- Website
- laffertengler.com
- Custodians
- PERSHING LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI65.47%
- Corporations / Businesses10.75%
- Insurance Companies8.95%
- Individuals6.98%
- Investment Companies3.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Laffer Tengler Investments, Inc. is an independent, SEC-registered registered investment adviser operating as a corporation since 1999. The firm serves both individual and family clients as well as institutional accounts and offers financial planning and portfolio management across individuals, small businesses, investment companies and other institutions. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm is not positioned as a capital allocator and is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities81%
- State & Local Bonds7%
- Investment Grade Corp Bonds6%
- Public Funds/Mutual Funds5%
- Cash & Cash Equivalents1%
Owners & executives
3 of 3NANCY TENGLER
CEO & Chief Investment OfficerCRD 2491091
Sheila Asher
Chief Operating OfficerCRD 1860245
DEBRA LYNCH
Chief Compliance OfficerCRD 4636647
Contacts
3 of 12Gavin Grabowski
Investment AssociateCRD 7401591
James Meyers
Securities AnalystCRD 7353779
MICHAEL MADZIN
Portfolio ManagerCRD 4807352
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 39Active vs passive
$39.3M in ETFs
67%
$26.4M
33%
$12.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 GROWTH ETF (IVW) | BlackRock | Passive | Large Growth | $2.8M | 24,844 | 7.15% |
Location
NASHVILLE, TN
DAVIDSON
Location
NASHVILLE, TN
Headquartered in NASHVILLE, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- DAVIDSON
- Address
- 1005 17th Ave S
- Time zone
- CT (UTC-6)
- Office locations
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