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Building 2SAGEGUARD FINANCIAL GROUP, LLC

Map pinGOODLETTSVILLE, TN
Phone(615) 859-4567
NotebookSEC #801-107865
Total AUM
$365M
Employees
10
Clients
2,847

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3066 BUSINESS PARK CIRCLE
GOODLETTSVILLE
TN 37072
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(615) 859-4567
Other Offices
6

ReceiptFinancials

Total AUM
$365M
Accounts
2,847
Discretionary
$335M
Accounts
2,635
Non-Discretionary
$30M
Accounts
212

ContactClients

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Individual Clients
2,635
AUM
$325M
HNW Individual Clients
212
AUM
$40M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCAFLGAILKYLAMINCNENYOHPATNTX

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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