RIA Intel›Advisers›Tennessee›MORGAN KEEGAN & COMPANY, LLC

MORGAN KEEGAN & COMPANY, LLC

Advisory

N·MEMPHIS, TN

Data as of Sep 17, 2013 · Source: SEC Form ADV

Total AUM

$10.0B

1-Year AUM Growth

+3.8%

3-Year CAGR

+6.0%

Employees

1,181

Assets Under Management

Total AUM$10.0B

Discretionary AUM$4.9B

Non-Discretionary AUM$5.1B

Discretionary %49.2%

Total Clients—

Team

Total Employees1,181

Investment Advisers2,099

Employee Growth (1Y)—

Filing History

Total Filings on Record89

First FilingNov 9, 2000

Latest FilingSep 17, 2013

🔒 Full AUM trend chart and 89 historical filings spanning 13+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MORGAN KEEGAN & COMPANY, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.