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LAFFER TENGLER INVESTMENTS, INC.
CRD 108068 · SEC 801-56953
1005 17TH AVE S, SUITE 900, NASHVILLE, TN, 37212, United States
Phone
800-838-3468
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$800.1M
Discretionary AUM
$800.1M
Team
14 total employees; 13 advisory reps; 5 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)MODELS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 145 | $55.9M |
| High net worth individuals | 98 | $523.8M |
| Investment companies | 1 | $24.2M |
| Charitable organizations | 6 | $11.1M |
| State/municipal entities | 5 | $24.1M |
| Corporations/business entities | 21 | $86.0M |
States served
AL, AZ, CA, GA, ID, IA, LA, MI, MS, NE, NV, NY, NC, OH, PA, TN, VA, WI, MO, WA, TX, HI, FL
All web addresses on file
Official SEC filing: View on IAPD