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| Happy Holidays!! thanks for using AUM13F!! |
| Tennessee Valley Asset Management Partners LLC
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| CRD # | 160321 |
| SEC # | 801-96325 |
| CIK # | 0001826790 |
| AUM | $1.0 B (2025-03-17) |
| Employees | 32 (56% Investors, 47% Brokers) |
| Phone | 865-226-9982 |
| Address | 6025 Brookvale Lane Knoxville, TN 37919 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.4 | ||
| AbbVie Inc | 4.4 | ||
| Broadcom Inc | 3.7 | ||
| World Currency Gold Trust | 3.1 | ||
| Abbott Laboratories | 2.8 | ||
| Alphabet Inc | 2.4 | ||
| RiverNorth Opportunities Fund Inc | 1.7 | ||
| Amazon Com Inc | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,307 | 428.5 |
| (b) Individuals (high net worth individuals) | 286 | 558.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 11.0 |
| (h) Charitable organizations | 11 | 2.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,768 | 1,000.5 |
| By Discretionary | ||
| Discretionary | 4,716 | 987.9 |
| Non-Discretionary | 52 | 12.6 |
| Total | 4,768 | 1,000.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,000.5 | |
| Total | 4,768 | 1,000.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001826790] |
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FL | 1.0 |
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CA | 1.0 |
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Hendershot Investments Inc
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1.0 |