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CALDWELL ADVISORS, LLC
BRENTWOOD, TN
615-370-8988
SEC #801-106730Total AUM
$351.4M
Employees
8Clients
509Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5210 MARYLAND WAY
STE 202
BRENTWOOD
TN 37027
United States
STE 202
BRENTWOOD
TN 37027
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Monday - Friday
Phone
615-370-8988
Other Offices
1
Financials
Total AUM
$351.4M
Accounts
1,016Discretionary
$344.2M
Accounts
1,004Non-Discretionary
$7.2M
Accounts
12
Clients
Individual Clients
249AUM
$97.4M
HNW Individual Clients
250AUM
$244M
Pension/Profit Sharing Plan Clients
1AUM
$155.1K
Charitable Organization Clients
1AUM
$307.9K
Corporation or Business Clients
1AUM
$3M
Other Clients
7AUM
$6.5M
Description of Other Clients
401K
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALARCAFLGAMSNYTNTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.