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 registered investment adviser that has been SEC-registered since 1999. The firm serves individuals, families and institutional clients, offering financial planning and portfolio management across individual and institutional accounts. Its fee arrangements include percentage of AUM, hourly charges and fixed fees. The adviser is not identified as a capital allocator and does not list itself as an active ESG investor. Advisory activities documented for the firm include financial planning and portfolio management for individuals, small businesses, investment companies and other business or institutional clients. It also lists an industry affiliation as an "Other Investment Adviser."
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 3
Nancy Tengler
CEO & Chief Investment OfficerCRD 2491091
Sheila Asher
Chief Operating OfficerCRD 1860245
Debra Lynch
Chief Compliance OfficerCRD 4636647
Contacts
3 of 12
Gavin 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
$41.2M in ETFs
68%
$28M
32%
$13.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| LAFFERTENGLER EQUITY INCOME ETF (TGLR) | Active | Large Value | $3.5M | 86,177 | 8.48% |
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
Similar firms
Claritas Capital
RIANashville, TN
12th Street Asset Management
RIANashville, TN
Round Hill Music LP
RIANashville, TN
Decker Wealth Management, LLC
RIANashville, TN
HG Capital Management, LLC
RIANashville, TN
Fielder Capital Group LLC
RIANashville, TN