Nalls Sherbakoff is an investment advisor in Knoxville with $238.51 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
462917385
SEC advisor number
801-107462
FINRA CRD number
168239
AUM ?
$238.51 mm
(as of 30 Mar 22)
Accounts
823
(as of 30 Mar 22)
Employees
4
(3 investment advisory or research)
Address
Nalls Sherbakoff
9724 KINGSTON PIKE
SUITE 704
KNOXVILLE
TN 37922
9724 KINGSTON PIKE
SUITE 704
KNOXVILLE
TN 37922
Office hours
Monday - Friday, 8:00 AM - 5:00 PM
Phone
8656940898
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Nalls, Donald, Eugene | Managing Member/chief Compliance Officer | 06/2013 | > 75% |
Sherbakoff, Thomas, Lee | Member | 10/2014 | 10-25% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Apr 24
13F-HR
Quarterly holdings report by institutional manager
17 Oct 23
13F-HR
Quarterly holdings report by institutional manager
17 Oct 23
13F-HR
Quarterly holdings report by institutional manager
17 Oct 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
15 Feb 19
13F-HR
Quarterly holdings report by institutional manager
13 Feb 19