Matthew
Bugarin
12Th Street Asset Management
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About this Advisor
Matthew Bugarin is a chartered financial analyst operating out of Nashville, Tennessee who has 4 years of industry experience. Bugarin is currently employed by 12Th Street Asset Management. Bugarin has gained experience at Raymond James & Associates, Woodmont Investment Counsel, LLC and 12Th Street Asset Management LLC. Bugarin holds a Series 65 license, designating them as an investment advisor representative, and is registered to serve investors in Tennessee. 12Th Street Asset Management is a financial advisory firm that has its headquarters in Nashville, TN. It manages $482 million in assets among its 590 client accounts, making it one of the bigger financial advisory firms in the nation by assets under management. Of its 590 client accounts, 99% are associated with high-net-worth individuals who have greater than $1 million in assets. The advisory firm provides a few services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial advisory fee schedules typically depend on which services are offered. Fee types billed by 12Th Street Asset Management likely are comprised of some blend of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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12Th Street Asset Management Brokerage Details
$481,933,681
4
590
$816,837
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Matthew Bugarin Work History
Matthew has been registered as a financial advisor for 4 years.*
12Th Street Asset Management LLC
Woodmont Investment Counsel, LLC
Raymond James & Associates
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Bugarin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at 12Th Street Asset Management
Nashville, TN
Nashville, TN
Nashville, TN
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