Laffer Investments is an investment advisor in Nashville with $387.49 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
200536838
SEC advisor number
801-56953
FINRA CRD number
108068
AUM ?
$387.49 mm
(as of 21 Dec 22)
Accounts
552
(as of 21 Dec 22)
Employees
15
(8 investment advisory or research)
Address
Laffer Investments
103 MURPHY COURT
NASHVILLE
TN 37203
103 MURPHY COURT
NASHVILLE
TN 37203
Office hours
Monday - Friday, 8AM-5PM CST
Phone
6154600100
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Butcherjoseph Financial Holdings, LLC | Owner | 11/2019 | > 75% |
Laffer, Arthur, Betz | Portfolio Manager and President | 12/2020 | < 5% |
Tengler, Nancy, Caven | Chief Investment Officer and Chief Executive Officer | 11/2019 | < 5% |
Butcher, Keith, Delbert | Managing Partner | 12/2010 | 25-50% |
Butcherjoseph & Co. LLC | Owner | 06/2016 | 50-75% |
Strycharz, Joseph, John | Managing Partner | 12/2010 | 25-50% |
Lynch, Debra, Bellantoni | Chief Compliance Officer | 12/2022 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
9 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
16 Nov 21